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Wealth Advisor: Private Client Digital Solutions

Job in New York, New York County, New York, 10261, USA
Listing for: TwinThread
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Private Client, Growth & Digital Solutions
Location: New York

J.P. Morgan Chase is seeking a Private Client Advisor in New York, NY to provide tailored financial planning and investment advice. You will support clients at various savings stages, offering a deep understanding of financial markets and fostering client relationships.

The ideal candidate has at least 2 years as a Financial Advisor, holds necessary licenses, and demonstrates strong leadership skills. Benefits include competitive pay, health care coverage, and mental health support.

The Wealth Advisor:
Private Client, Growth & Digital Solutions position in the Finance field is open for applications.

This is a great opportunity to take on the Wealth Advisor:
Private Client, Growth & Digital Solutions role at Twin Thread.

As a Wealth Advisor:
Private Client, Growth & Digital Solutions, you will play an important part at Twin Thread in New York, NY, United States.

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