Digital-First Private Wealth Advisor (Manhattan)

J.P. Morgan; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Wealth Management in Manhattan, NY is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, collaborate with partners, and help clients navigate markets and digital channels to monitor and manage their investments. The role requires at least 2 years in financial advisory, active securities licenses, and a commitment to fiduciary client service in a fast-paced,

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.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on relationship‑building skills.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Educate clients on technology and channels available to monitor, maintain, and handle investments.

Skills

Series 7

Series 66 (63/65)

Life/Health/LTC license

Client relationship management

Goals-based planning

Financial advisory experience

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Wealth Management in Manhattan, NY is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, collaborate with partners, and help clients navigate markets and digital channels to monitor and manage their investments. The role requires at least 2 years in financial advisory, active securities licenses, and a commitment to fiduciary client service in a fast-paced,