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Wealth Advisor — Client Relationships & Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-03
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Location: New York
A leading financial services firm seeks a Private Client Advisor in New York to provide comprehensive financial planning and investment solutions, catering to diverse client needs. Candidates should have at least 2 years in a financial advisory role and demonstrate strong relationship management and client success skills. A Bachelor's degree and relevant licenses are preferred. The position emphasizes diversity and customer-centric service in a supportive team environment.
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