Wealth Advisor: Private Client, Holistic Planning
Job in
Trenton, Mercer County, New Jersey, 08628, USA
Listed on 2026-08-06
Listing for:
Next Frontier Capital
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
J.P. Morgan Chase’s Chase Wealth Management division seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment advice to individuals and families in New Jersey.
You will grow your book of business through client relationships, strategic partnerships, and proactive guidance on goals-based planning while embracing digital tools and a holistic, client-centric approach. The role emphasizes integrity, fiduciary responsibility, and deep market understanding,
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