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Private Wealth Advisor — Holistic Planning & Digital Solutions
Job in
Selden, Suffolk County, New York, 11784, USA
Listed on 2026-06-07
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Private Client Advisor in Selden, NY to provide comprehensive financial planning and advice to individuals and families. This role focuses on building client relationships and delivering personalized investment solutions while embracing digital innovations to enhance client experiences.
The ideal candidate must have at least 2 years of relevant experience and possess necessary financial licenses. A Bachelor’s degree and CFP® certification are preferred.
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