Private Client Advisor: Wealth Strategy & Relationships
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-09
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
A leading financial services institution is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions in New York. The role demands expertise in relationship management and client acquisition, along with the ability to deliver personalized services that meet diverse client needs. Candidates must have at least 2 years of experience in a financial advisory role, hold a Series 7 license, and be willing to obtain the Series 66 license.
This position is pivotal in fostering lasting client relationships and enhancing their digital banking experience.
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