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Private Wealth Advisor - Holistic Planning
Job in
Wallington, Bergen County, New Jersey, 07057, USA
Listed on 2026-01-02
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Wallington, NJ, is seeking a Private Client Advisor to offer personalized financial planning and advice to clients. The ideal candidate will have at least 2 years of experience in a financial advisory role, with demonstrated success in client acquisition and relationship management. Expected responsibilities include delivering tailored investment solutions and providing comprehensive financial coaching.
The role emphasizes integrity, client education, and embracing digital innovations to enhance the customer experience. A competitive compensation package and diverse working environment are offered.
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