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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 institution in Yonkers, NY, is seeking a Private Client Advisor. In this role, you will provide comprehensive financial planning and advice, build meaningful client relationships, and utilize digital tools to enhance client interactions. Ideal candidates should have at least 2 years of experience and possess the necessary financial licenses. A Bachelor's degree and CFP certification are preferred.
You will support diverse clients and contribute to a culture of inclusion.
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