Private Client Advisor: Holistic Wealth & Digital Solutions
Job in
Hicksville, Nassau County, New York, 11815, USA
Listed on 2026-07-01
Listing for:
JPMorganChase
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
JPMorgan
Chase in Hicksville, NY is seeking a Private Client Advisor to deliver personalized financial planning and investment solutions. The role requires managing client relationships and offering comprehensive advice to clients from various financial backgrounds.
The ideal candidate will have a minimum of 2 years in a financial advisory role and must hold a valid Series 7 license. The position promises a dynamic work environment and competitive benefits.
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