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Wealth Advisor: Holistic Planning & Client
Job in
City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listed on 2026-10-06
Listing for:
JPMorganChase
Full Time
position Listed on 2026-10-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Location: City of White Plains
A leading financial services firm in White Plains is seeking a Private Client Advisor for Chase Wealth Management. You will provide financial planning and personalized investment solutions to clients, focusing on developing client relationships and educating them on available digital tools. The ideal candidate has 2+ years in a financial advisor role and relevant licenses, such as Series 7 and 66.
Strong interpersonal skills and a commitment to client success are essential.
Consider building your career as a Wealth Advisor:
Holistic Planning & Client Growth are seeking a motivated Wealth Advisor:
Holistic Planning & Client Growth to join JPMorgan
Chase in City of White Plains, NY, United States. The Wealth Advisor:
Holistic Planning & Client Growth position in the Finance field is open for applications. We have an opening for a Wealth Advisor:
Holistic Planning & Client Growth in City of White Plains, NY, United States within Finance.
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