Senior Client Advisor — Private Wealth
Job in
City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listed on 2026-02-23
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-02-23
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Senior Client Associate in White Plains, NY, to provide dedicated support to Financial Advisors and their clients. The role requires a Bachelor's degree, with Series 7 and 66 licenses to be obtained within 180 days. Responsibilities include client onboarding, investment recommendations, and operational duties. This position offers a competitive rewards package and the opportunity to work in a dynamic environment focusing on personal financial goals.
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Position Requirements
10+ Years
work experience
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