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Wealth Strategy Advisor High-Net-Worth Clients
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-17
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: New York
A leading financial institution in New York is seeking a Private Client Advisor in Chase Wealth Management. In this role, you will provide comprehensive financial planning and advice to clients, ranging from those starting to save to individuals with significant wealth. The ideal candidate will have at least 2 years of experience as a Financial Advisor, with strong skills in client acquisition and relationship management.
A valid Series 7 and Series 66 license (or the ability to obtain them) is required. Competitive compensation and benefits are offered.
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