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Private Client Advisor: Relationship-Driven Wealth Planner

Job in Wallington, Bergen County, New Jersey, 07057, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Wealth Management
Job Description & How to Apply Below
A leading financial services company in New Jersey is seeking a Private Client Advisor to deliver personalized investment solutions and financial planning. The successful candidate will have at least 2 years of financial advisory experience, adept at relationship management and providing a holistic view of client needs. This role requires the ability to acquire clients, demonstrate knowledge of financial markets, and obtain necessary financial licenses.

Strong client education and support for digital innovation are also vital.
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