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Wealth Advisor: Private Client; Westchester East

Job in City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listing for: TwinThread
Full Time position
Listed on 2026-06-22
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Private Client (Westchester East)
Location: City of White Plains

J.P. Morgan Chase is seeking a Private Client Advisor in White Plains, NY. In this role, you will deliver comprehensive financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management.

The ideal candidate has at least two years of financial advisory experience, strong client acquisition skills, and active licenses including Series 7 and Series 66. Our company values diversity and offers a competitive rewards package.

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