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Private Client Advisor: Wealth Solutions & Relationships
Job in
City of Yonkers, Yonkers, Westchester County, New York, 10701, USA
Listed on 2026-02-09
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-02-09
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A leading financial services firm in City of Yonkers, New York, is seeking a Private Client Advisor to offer comprehensive financial planning to clients. Responsibilities include building client relationships, providing personalized investment solutions, and demonstrating strong understanding of financial markets. Candidates must have 2+ years as a Financial Advisor and valid licenses in Series 7 and 66. This role emphasizes education and digital innovations to enhance client interactions.
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