Wealth Advisor: Holistic Planning & Client
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Location: New York
JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.
You will build a book of business, provide tailored investment solutions, and leverage Chase referrals to deepen client relationships. Ideal candidates have 2+ years in a financial advisor role, demonstrated client acquisition success, and hold Series 7 and Series 66 licenses (or obtain within 60 days).
Our organisation is growing, and we are hiring a Wealth Advisor:
Holistic Planning & Client Growth in New York, NY, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Advisor:
Holistic Planning & Client Growth role in the description above.
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