Bilingual Private Client Advisor – Wealth Management

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 180,000; Full time

Job summary

J.P. Morgan Wealth Management in Brooklyn seeks a skilled Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build a client book, leverage referrals, and provide tailored investment solutions in a bilingual environment.

You will engage clients with a focus on long-term relationships, balance advisory services with digital tools, and work within Chase’s Wealth Management ecosystem to meet each client’s financial goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Must hold a valid and active Series 7 license.
• Must hold a valid and active Series 66 license or obtain within 60 days of starting.
• Must hold a valid and active Life, Health and Long Term Care Insurance license or obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions focused on relationship management.
• Provide financial planning and investment advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain unwavering integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients stay digitally confident and convenient.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity/ethics

Digital channels literacy

Education

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

CFP certification (preferred)

Job description

J.P. Morgan Wealth Management in Brooklyn seeks a skilled Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build a client book, leverage referrals, and provide tailored investment solutions in a bilingual environment.

You will engage clients with a focus on long-term relationships, balance advisory services with digital tools, and work within Chase’s Wealth Management ecosystem to meet each client’s financial goals.