J.P. Morgan Wealth Management – Private Client Advisor - Kew Gardens (Bilingual Hebrew)
On-site · Kew Gardens, New York, United States
Job Summary
Provide comprehensive financial planning and advice to individuals and families within Chase Wealth Management, building a book of business and delivering personalized investment solutions with a focus on relationship management and client education. Demonstrate understanding of financial markets, integrity, and the use of digital channels to help clients monitor and manage investments; collaborate with partners and leverage technology to enhance the client experience. Requires active Series 7 and Series 66 licenses (or to be obtained within 60 days), Life/Health/Long Term Care insurance license (or to be obtained within 60 days), and fluency in English and Hebrew. Preferred CFP certification and Bachelor’s degree.
Required Qualifications
- 2+ years in a Financial Advisor role or equivalent financial services experience
- valid and active Series 7
- valid and active Series 66 (63/65) license or must be obtained within 60 days
- valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days
- Reading and speaking in both English and Hebrew fluently
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.