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Financial Advisor / Consultant

Private Client Advisor — Wealth Planning & Digital Tools

Job in Hicksville, Nassau County, New York, 11815, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
JPMorgan Chase & Co. in Hicksville, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. Responsibilities include building client relationships, advising on financial needs, and embracing digital innovations. The role requires at least 2 years of financial advisory experience, Series 7 and 66 licenses, and a commitment to client goals. Preferred qualifications include a CFP certification and a bachelor's degree.
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