J.P. Morgan Wealth Management – Private Client Advisor - Midwood, Brooklyn, NY (Bilingual Hebrew)
On-site · Brooklyn, New York, United States
Job Summary
Private Client Advisor within JPMorgan Chase Wealth Management in Brooklyn, NY. Build a book of business and deliver personalized investment solutions with a focus on relationship management and client education about technology-enabled channels. Role requires deep understanding of financial markets, integrity in client service, and the ability to work with key partners to provide holistic financial coaching beyond investments. Strong emphasis on educating clients about digital tools to monitor and manage their investments; bilingual Hebrew proficiency is required. Licenses (Series 7, Series 66, Life/Health/LTC) are required or must be obtained within 60 days of starting. CFP preferred; Bachelor's degree preferred.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Reading and speaking in both English and Hebrew fluently is required for this role
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