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Financial Consultant Financial Advisor Financial Sales Wealth Management

Private Client Advisor: Wealth Strategy & Relationships

Job in West Windsor, Mercer County, New Jersey, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to offer comprehensive financial planning and advice. The role involves building client relationships, understanding financial markets, and delivering personalized investment solutions. Candidates should have at least 2 years of experience in a financial advisor role and relevant licensing. This position emphasizes relationship management, providing clients with a holistic financial view, and educating them on digital services.

A bachelor's degree and CFP certification are preferred.
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