Private Wealth Advisor — Holistic Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-06
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Location: New York
A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients. The role requires relationship management and understanding of financial markets. Candidates should have at least 2 years of experience in a financial advisory role and relevant licenses like Series 7 and Series 66. This position offers a competitive rewards package and a commitment to diversity and inclusion.
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