J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY

JPMorganChase; Brooklyn (NY); On-site; USD 59,724 - 72,996; Full time

Benefits offered by this job

Comprehensive benefits package

Tuition reimbursement

Onsite wellness centers

Job summary

A leading financial services firm seeks a Private Client Advisor in Brooklyn, NY to build client relationships and provide tailored investment solutions. The ideal candidate will have at least 2 years of experience in financial advising, strong integrity, and hold current Series 7 and Series 66 licenses. In return, the firm offers a competitive total rewards package including salary and benefits, cultivating a diverse workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Valid and active Series 7 and Series 66 (or 63/65) licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to manage their investments.
• Support teammates’ success, fostering a culture of diversity.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Digital confidence coaching

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license

Life, Health and Long-Term Care Insurance license

Job description

J.P. Morgan Wealth Management – Private Client Advisor – Brooklyn, NY

Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Brooklyn, NY role at J.P. Morgan Chase.

Base pay range: $66,360.00/yr – $66,360.00/yr.

We are enthusiastic about helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought‑leadership platform along with cutting‑edge digital technology, you will represent our brand and interact with clients to offer the best investment solutions that meet their financial needs.

Job Responsibilities

• Champion and support teammates’ success, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Required Qualifications, Capabilities, and Skills

• 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.
• Valid and active Series 7 license.
• Valid and active Series 66 (or 63/65) license required, or must be obtained within 60 days of starting.
• Valid and active Life, Health and Long‑Term Care Insurance license required, or must be obtained within 60 days of starting.

Preferred Qualifications, Capabilities, and Skills

• Certified Financial Planning (CFP®) certification preferred.
• Bachelor’s degree preferred.

Investment and Insurance Products Disclosures

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA). Products are not available in all states.

About Us

Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

We offer a competitive total rewards package, including base salary, commission‑based pay, discretionary incentive compensation, health care coverage, onsite wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Details will be provided during the hiring process.

Equal Opportunity Employer

We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Seniority Level

Not Applicable

Employment Type

Full‑time

Job Function

Finance and Sales