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Elite Private Client Advisor — NYC Wealth Management
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-31
Listing for:
J.P. Morgan
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and solutions to a diverse client base. The ideal candidate will have a minimum of 2 years of experience, strong relationship management skills, and must obtain necessary licenses within 60 days. The role emphasizes building client relationships and delivering personalized investment strategies.
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