Wealth Planning Advisor Private Clients
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment solutions to individuals and families.
You will build a book of business, deliver advised solutions, and rely on leadership and partner referrals to deepen client relationships. The role requires at least 2 years in a financial advisory capacity, a Series 7 and Series 66 (63/65) license, and Life/Health/Long-Term Care licenses or the ability to obtain within
We are currently recruiting a Wealth Planning Advisor for Private Clients for our team in Huntington Station, NY, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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