J.P. Morgan Wealth Management – Private Client Advisor - Midwood
On-site · Brooklyn, New York, United States
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and investment advice to individuals and families, building a book of business and delivering personalized investment solutions with a focus on relationship management. Role emphasizes understanding financial markets, integrity, client education on digital channels, and collaboration with partners to deepen client relationships. Requires Series 7 and Series 66 licenses (or obtain within 60 days) and Life/Health/Long Term Care licenses (or obtain within 60 days); Bachelor’s degree preferred. Based in Brooklyn, NY (Midwood) with a focus on meeting clients’ financial coaching and planning needs via digital innovations and client-centric service.
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 (63/65) license or must be obtained within 60 days of starting in the role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
- Bachelor's degree preferred (qualification stated in posting)
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