J.P. Morgan Wealth Management – Private Client Advisor - Sheepshead Bay, Brooklyn, NY (Bilingual Russian)
On-site · Brooklyn, New York, United States
Brooklyn, New York, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor responsibilities include building a book of business, delivering personalized investment solutions, providing holistic financial planning and coaching, leveraging digital tools to enhance client experience, and collaborating with partners to deepen client relationships while upholding integrity and high service standards.
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 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 Russian fluently is required for this role
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