Private Client Advisor: Wealth Planning & Digital Growth

J.P. Morgan; Brooklyn (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Brooklyn is looking for a Private Client Advisor to deliver personalized investment solutions and support clients with comprehensive financial planning. You will leverage your understanding of financial markets, build relationships, and help clients navigate their investment decisions. Required qualifications include a minimum of 2 years in a Financial Advisor role, Series 7 and Series 66 licenses, and fluency in English and Russian. This role is critical to enhancing client relationships and delivering exceptional service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Valid Series 7 and Series 66 licenses required.
• Life, Health, and Long Term Care Insurance license required.

Responsibilities

• Champion teammates’ success and bank goals while fostering diversity.
• Build business and deliver personalized investment solutions.
• Educate clients on technology to manage investments.

Skills

Client acquisition

Relationship management

Financial planning

Financial markets knowledge

Integrity

Bilingual in English and Russian

Education

Bachelor’s degree

CFP® certification

Job description

A leading financial institution in Brooklyn is looking for a Private Client Advisor to deliver personalized investment solutions and support clients with comprehensive financial planning. You will leverage your understanding of financial markets, build relationships, and help clients navigate their investment decisions. Required qualifications include a minimum of 2 years in a Financial Advisor role, Series 7 and Series 66 licenses, and fluency in English and Russian. This role is critical to enhancing client relationships and delivering exceptional service.