Private Client Advisor (Hebrew-Speaking) - Brooklyn

Testing Site - JPMC; New York (NY); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

J.P. Morgan Wealth Management in Brooklyn, NY is seeking a Private Client Advisor fluent in English and Hebrew to serve high-net-worth individuals and families. You will deliver comprehensive financial guidance and build lasting client relationships.

You will provide investment solutions, coordinate with specialists, and leverage Chase’s digital tools to help clients monitor and manage their wealth, while adhering to regulatory standards.

Qualifikationen

• Minimum 2 years in a financial advisor role or equivalent in financial services.
• Proven success in acquiring and maintaining client relationships, and partnering with key teams.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) or obtain within 60 days.
• Active Life, Health and Long Term Care insurance license or obtain within 60 days.
• Fluent reading and speaking in English and Hebrew.

Aufgaben

• Build a book of business and deliver personalized investment solutions with relationship focus.
• Demonstrate market understanding and sound business judgement.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to help clients bank how, where, and when they want.

Kenntnisse

Financial advisory

Client acquisition

Series 7

Series 66

Insurance licenses

Hebrew-English fluency

Jobbeschreibung

J.P. Morgan Wealth Management in Brooklyn, NY is seeking a Private Client Advisor fluent in English and Hebrew to serve high-net-worth individuals and families. You will deliver comprehensive financial guidance and build lasting client relationships.

You will provide investment solutions, coordinate with specialists, and leverage Chase’s digital tools to help clients monitor and manage their wealth, while adhering to regulatory standards.