Wealth Advisor Jobs in New York
Wealth Advisor jobs in New York represent one of the most active markets in the country, concentrated in private banking, family office services, high-net-worth wealth management, and independent registered investment advisory firms, with openings ranging from associate advisor roles through senior portfolio managers and partners. New York City, White Plains, and Buffalo anchor most of the hiring, where firms like Morgan Stanley, JPMorgan Chase, and UBS maintain significant advisory operations. The most consistent demand is for advisors specializing in financial planning, estate and tax strategy, and alternative investments. Find a role that fits below and apply directly.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
See All 57 Wealth Advisor Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in New York
Where New York roles are concentrated, by current openings.
Wealth Advisor Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- JPMorganChase26
- Wealthbridge Financial6
- Goldman Sachs3
- Lpl Financial3
- Citi2
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Manufacturing
- Chemicals & Materials
- Technology & Software
What New York Employers Look For
The qualifications that appear most often in wealth advisor jobs across New York.
- Active FINRA Series 65 or Series 66 registration required to advise clients in New York
- Bachelor's degree in finance, economics, or a related field strongly preferred
- CFP designation or active progress toward certification valued by most New York employers
- Minimum two to five years of client-facing financial planning or advisory experience
- Demonstrated ability to develop and retain a book of high-net-worth client relationships
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce CRM
Wealth Advisor Jobs in New York: Frequently Asked Questions
How do you become a wealth advisor in New York?
The standard path begins with a bachelor's degree in finance, economics, or a related field, followed by passing FINRA licensing exams required for the advisory services you plan to offer, most commonly the Series 65 or Series 66. New York does not impose a separate state-level wealth advisor license beyond federal FINRA registration, but investment advisers managing New York clients must register either with the SEC or the New York Department of Financial Services depending on assets under management. Earning the CFP designation significantly strengthens candidacy at New York firms.
How much do wealth advisors make in New York?
Wealth advisors in New York earn a median of about $166,400 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $76,190 for the lowest 10% to over $427,700 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth advisors in New York?
Employers hiring wealth advisors in New York right now include JPMorganChase, Wealthbridge Financial, and Goldman Sachs, based on current listings on Migrate Mate as of September 2026. New York's concentration of global banks, independent registered investment advisors, and family offices makes it one of the broadest employer markets in the country for this role.
Which New York cities have the most wealth advisor jobs?
The cities with the most wealth advisor openings in New York are New York, Plainview, and Albany. New York City drives the bulk of listings due to its dense concentration of global financial institutions, private banks, and family offices, while cities like White Plains and Buffalo reflect growing suburban advisory practices and regional bank wealth divisions serving high-net-worth clients outside the metro core.
Are there remote wealth advisor jobs in New York?
Yes, but they're less common than in purely analytical roles because wealth advising is relationship-driven and many firms require in-person client meetings. About 38% of wealth advisor openings tied to New York are remote or hybrid as of September 2026, with hybrid arrangements more prevalent than fully remote. Financial planning work, portfolio review preparation, and client onboarding support are the functions most often performed off-site.
How can I get hired as a wealth advisor in New York with little or no experience?
The most realistic entry path is joining a large New York wirehouse or regional bank as a client associate or financial advisor trainee, roles that Morgan Stanley, Merrill Lynch, and Wells Fargo Advisors run specifically to develop advisors without books of business. These programs pair new hires with senior advisors and cover FINRA exam sponsorship. Candidates who have already passed the Series 65 or who hold an entry-level CFP coursework certificate stand out. Adjacent roles in financial planning support, portfolio operations, or retail banking at New York institutions also provide a lateral path.
Where can I find and apply to wealth advisor jobs in New York?
You can find and apply to wealth advisor jobs in New York on Migrate Mate, which lists current openings across the state. Search the listings to find roles that match your experience and location, then apply directly to the ones that fit.
See All 57 Wealth Advisor Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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