Brooklyn Private Client Advisor - Hebrew Fluent

JPMorgan Chase & Co.; Brooklyn (NY); On-site; USD 90,000 - 170,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm seeks a Private Client Advisor in Brooklyn, NY. This role requires a strong understanding of financial markets, the ability to build client relationships, and fluency in English and Hebrew. Responsibilities include advising clients on investment solutions and demonstrating integrity and knowledge to enhance customer service. Competitive benefits and pay, including base salary and commission-based opportunities, are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability for goals-based planning and advice.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial market understanding

Bilingual (English and Hebrew)

Education

Valid and active Series 7

Valid and active Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm seeks a Private Client Advisor in Brooklyn, NY. This role requires a strong understanding of financial markets, the ability to build client relationships, and fluency in English and Hebrew. Responsibilities include advising clients on investment solutions and demonstrating integrity and knowledge to enhance customer service. Competitive benefits and pay, including base salary and commission-based opportunities, are offered.