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Private Client Advisor — Holistic Wealth Solutions

Job in Concord, Middlesex County, Massachusetts, 01742, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Concord is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning. The ideal candidate will have at least 2 years of experience in a financial advisory role and a strong commitment to building client relationships. This position emphasizes integrity and a deep understanding of financial markets, aiming to enhance the client experience through innovative solutions and education.

Competitive compensation and a robust benefits package are offered.
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