Private Client Advisor

J.P. Morgan

Location: Queens, New York, USA

Category: Finance

Salary: 75,000 - 120,000 USD / yearly

Full-time

Job Description

Join J.P. Morgan Chase as a Private Client Advisor in Queens, NY, providing comprehensive financial planning and advice to individuals and families.

Responsibilities

Champion and support team success while fostering diversity
Build a book of business and deliver personalized investment solutions
Understand financial markets and demonstrate business judgement
Provide holistic view of clients' needs and financial coaching

Qualifications

At least 2 years in a Financial Advisor role
Demonstrated success in client acquisition and maintaining relationships
Series 7, Series 66, Life, Health and Long Term Care Insurance licenses required

Perks & Benefits

We offer a competitive total rewards package, comprehensive health care coverage, retirement savings plan, tuition reimbursement, mental health support, and more. Additional details provided during hiring process.

Why Join Us?

Join us at J.P. Morgan Wealth Management to work with a global leader committed to empowering diverse talent and delivering exceptional service to clients.