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Wealth Private Client Advisor: Relationship & Planning

Job in Paramus, Bergen County, New Jersey, 07653, USA
Listing for: Chase
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A major financial institution is seeking a Private Client Advisor to provide comprehensive financial planning and advisory services. The advisor will engage with clients of varying wealth to deliver personalized investment solutions. This role emphasizes relationship management and client education on financial technology. Successful candidates will have at least 2 years of financial services experience and relevant licensing. The position offers opportunities to build a robust book of business within a diverse and inclusive culture.
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