Private Client Advisor: Wealth Strategy & Relationships
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-12
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Banking & Finance
Job Description & How to Apply Below
A leading financial services firm in New York City seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will support a wide range of clients, from those starting to save to high-net-worth individuals.
Your role involves building client relationships through personalized investment solutions and educating clients on digital banking options. Candidates should have at least 2 years of financial advisory experience and relevant licenses. Join a culture of diversity and teamwork to help clients achieve their financial goals.
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