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

Fairygodboss; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is hiring a Financial Advisor in New York, NY, to provide personalized investment solutions to clients. This role requires a deep understanding of financial markets and the ability to build lasting client relationships while fostering an inclusive culture.

Applicants should have at least 2 years of financial services experience, a Series 7 license, and strong interpersonal skills. We offer a competitive rewards package including comprehensive health care and wellness benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 license required.

Responsibilities

• Champion and support teammates' success while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs beyond investments.

Skills

Client acquisition

Relationship management

Financial advising

Goal-based planning

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Job description

At J.P. Morgan Chase, we are passionate 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 to meet their financial needs.

Job Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills; focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better 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.
• A valid and active Series 7 license.
• 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.

Preferred Qualifications, Capabilities, and Skills

• Certified Financial Planning (CFP) certification is preferred.
• Bachelor's degree preferred.

Benefits

We offer a competitive total rewards package, including base salary determined by role, experience, skill set and location, and eligible roles may receive commission‑based pay and/or discretionary incentive compensation in cash and/or equity. Benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer / Disability / Veterans

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, 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.