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Private Client Advisor, Wealth Planning & Relationships

Job in Closter, Bergen County, New Jersey, 07624, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to offer comprehensive financial planning and advice. The role focuses on providing personalized investment solutions and requires expertise in client acquisition and relationship management. Candidates must have at least 2 years in a financial advisor role and hold necessary licenses including Series 7 and Series 66. Join a firm dedicated to diverse client needs and exceptional service in Closter, New Jersey.
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