Private Client Wealth Advisor

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

Job summary

A leading financial services company seeks a Private Client Advisor to deliver personalized investment solutions and financial planning to clients in New York. You will foster relationships and cultivate a book of business while adhering to integrity and client needs. Ideal candidates have a minimum of 2 years' experience in financial advising, a valid Series 7, and are fluent in both English and Hebrew. This role offers a chance to innovate and improve client experiences in a diverse work environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability to conduct goals‑based planning.

Responsibilities

• Champion teammate success and goals of the bank.
• Build a book of personalized investment solutions.
• Educate clients on available technology and channels.

Skills

Client acquisition

Investment solutions

Financial coaching

Relationship management

Bilingual in English and Hebrew

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Job description

A leading financial services company seeks a Private Client Advisor to deliver personalized investment solutions and financial planning to clients in New York. You will foster relationships and cultivate a book of business while adhering to integrity and client needs. Ideal candidates have a minimum of 2 years' experience in financial advising, a valid Series 7, and are fluent in both English and Hebrew. This role offers a chance to innovate and improve client experiences in a diverse work environment.