Private Client Advisor: Wealth Solutions & Digital Guidance
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
J.P. Morgan Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families in the Jackson Heights, NY area.
You will build client relationships, provide advised investment solutions, and leverage Chase referrals to deepen client engagement. The role requires a minimum of 2 years in a financial advisory capacity, Series 7 and Series 66 licenses (or equivalents) with a commitment to licenses within 60 days,
We would love to welcome a new Private Client Advisor:
Wealth Solutions & Digital Guidance to our team in New York, NY, United States.
Step into the Private Client Advisor:
Wealth Solutions & Digital Guidance role at JPMorgan Chase & Co. in New York, NY, United States and grow with us.
Please review the full job details above before applying.
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