J.P. Morgan Wealth Management – Private Client Advisor - Ave U and East 17th St, Brooklyn, NY (Bilingual Chinese Cantonese/Mandarin)
On-site · Brooklyn, New York, United States
Job Summary
Private Client Advisor responsible for offering comprehensive financial planning and investment solutions to individuals and families within Chase Wealth Management. Build a book of business and deliver personalized investment solutions through relationship management and collaboration with partners, leveraging leadership and an in-depth understanding of financial markets. Educate clients on technology and digital channels to monitor, maintain, and handle investments, while maintaining a holistic view of clients’ needs and providing financial coaching beyond investments.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships
- 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 or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- Bachelor’s degree preferred
- Bilingual Chinese Mandarin/Cantonese (preferred)
- Certified Financial Planning (CFP) certification is preferred
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.