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Private Wealth Advisor: Relationship-Driven & Digital Planning
Job in
Plainview, Nassau County, New York, 11803, USA
Listed on 2026-08-02
Listing for:
Fairygodboss
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will help clients build a plan, deliver invested solutions, and deepen relationships through guidance and referrals.
The role emphasizes integrity, client education on digital channels, and a holistic view of client needs while leveraging a broad investment platform and digital technology.
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