J.P. Morgan Wealth Management – Private Client Advisor - Brooklyn, NY (North)
On-site · Brooklyn, New York, United States
Job Summary
Private Client Advisor role within JPMorgan Chase Wealth Management in Brooklyn, NY. Build a book of business, provide comprehensive financial planning and investment guidance to individuals and families, leverage digital tools, and collaborate with partners to enhance client relationships. Requires relevant financial services experience, strong client acquisition and relationship-management skills, and active/soon-to-be licenses (Series 7, Series 66, Life/Health/Long Term Care). Preferred CFP certification and bachelor’s degree. Emphasizes fiduciary integrity, personalized investment solutions, and employment within Chase’s advisory platform across wealth management channels.
Required Qualifications
- Series 7 license
- Series 66 license or to be obtained within 60 days
- Life, Health and Long Term Care Insurance license or to be obtained within 60 days
- Bachelor’s degree 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.