J.P. Morgan Wealth Management – Private Client Advisor - Larchmont, NY
On-site · Larchmont, New York, United States
Job Summary
Private Client Advisor in JPMorgan Chase Wealth Management provides comprehensive financial planning and investment advice to individuals and families, builds a book of business, delivers personalized investment solutions, leverages leadership and relationship-building skills, and embraces digital innovations to help clients monitor and access their investments while serving as a branded representative of the bank. The role emphasizes relationship management, client education on technology and channels, and collaboration with partners to deepen client relationships and deliver an exceptional investor experience.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) 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
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.