Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Advisor - Wealth Planning & Digital Tools

JPMorgan Chase & Co.

J.P. Morgan Chase in New York seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families. You will build a client-centric book of business, rely on leadership and relationship-building skills, and focus on holistic wealth management rather than portfolio alone. The role emphasizes integrity, market understanding, and leveraging digital tools to enhance client experiences. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Advisor - Wealth Planning & Digital Tools in Plainview, NY vacancy
  • $88.4k - $132.6k

     ...- $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch...  ...segment with financial planning and excellent discovery...  ...products, services and tools based on client profiling...  ...Consultants and Financial Advisor, Small Business Partners... 
    Private client
    Full time
    Work at office

    Citigroup

    Farmingdale, NY
    3 days ago
  • $100.35k - $201.5k

     ...using our cutting-edge tools and technology. You...  ...delivery to our clients. At Deloitte, we provide...  ..., including project planning, stakeholder...  ...Deloitte businesses.Be an advisor to newly public and private clients to assist with...  ..., blockchain/digital assets/crypto, technology... 
    Digital
    Private client
    Work at office
    Local area
    Visa sponsorship

    Deloitte

    Jericho, NY
    4 days ago
  •  ...enthusiasm for helping our clients, taking care of...  ...with cutting edge digital technology, you...  ...needs.  As a Private Client Investment...  ...Associate in J.P. Morgan Wealth Management, you...  ...to Private Client Advisors within Wealth...  ...with ongoing wealth planning for clients and referral... 
    Digital
    Private client

    JPMorgan Chase & Co.

    Huntington, NY
    2 days ago
  • $105.38k - $215.38k

     ...families, and their advisors? Do you bring...  ...tax compliance and planning, including complex...  ...gifts, trusts, or wealth transfer? If so, this...  ....Build strong client relationships through...  ...worth individuals or private clients.Strong...  ...technology or workflow tools is a plus. The... 
    Private client
    Work at office
    Local area

    Deloitte

    Jericho, NY
    2 days ago
  •  ...to a high-performing, client-focused office that values...  ...communication with advisors, clients, and the Home...  ...distinctive, whole-picture planning approach including both...  ...with a personalized digital experience and leading-...  ...assets as a part of its wealth management and investment... 
    Digital
    Full time
    Work at office
    Home office

    Northwestern Mutual

    Farmingdale, NY
    1 day ago
  • $76k - $174k

    Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking...  ...experience in providing sophisticated tax planning, consulting and compliance services...  ...building, protecting and preserving their wealth and to meet their financial goals.This... 
    Private client
    Full time
    Summer work
    H1b
    Work at office
    Local area
    Flexible hours

    Forvis Mazars

    Woodbury, NY
    2 days ago
  • $27 per hour

     ...exceptional service to our clients. * Key...  ...catering to the needs of private clients, institutions and...  ...including investment banking, wealth management, insurance, retirement planning, structured products, private...  ...role, such as financial advisor or investment consultant... 
    Private client
    Full time
    Flexible hours

    Aegis Capital Corp.

    Melville, NY
    20 hours ago
  •  ...love from top to bottom - we give you the tools you need to succeed and the autonomy to...  ...a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking...  ...deadlines, and deliverables. Oversee tax planning and compliance functions for ultra-high... 
    Private client
    Temporary work
    Private practice
    Work at office
    Local area
    Remote work

    EisnerAmper

    Melville, NY
    20 hours ago
  •  ...love from top to bottom - we give you the tools you need to succeed and the autonomy to...  ...a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking...  ...deadlines, and deliverables. Oversee tax planning and compliance functions for ultra-high... 
    Private client
    Temporary work
    Private practice
    Work at office
    Local area
    Remote work

    EisnerAmper

    Melville, NY
    3 days ago
  •  ...Most wealth advisors spend their days cold calling, begging for referrals...  ...deliver qualified inbound clients. You do what actually matters...  ...Retirement freedom Tax-efficient planning Estate and legacy...  ...management and rebalancing. Digital onboarding from start to... 
    Digital
    Full time
    Remote work

    Analog Capital Partners

    Hempstead, NY
    20 hours ago
  • $133.5k - $165.25k

     ...entity high net worth clients and family offices....  ...strategic guidance related to wealth planning, entity structuring,...  ...Partner with external advisors (tax, legal,...  ...other practice approved tools. Lead, mentor, and...  ...Armanino's brand in the private client and family office... 
    Private client
    Contract work
    Work at office
    Local area
    Flexible hours

    Armanino

    Garden City, NY
    1 day ago
  • $134.5k - $265.1k

     ...Operations & Risk - Wealth Management and...  ...Forensic team helps client leaders translate multifaceted...  ..., hedge funds, private equity, fund...  ...account onboarding, digital asset administration, financial advisor support, recordkeeping...  ...technologies, and tools such as customer relationship... 
    Digital
    Work at office
    Night shift

    Deloitte

    Jericho, NY
    2 days ago
  • $110.7k - $218.3k

     ...Operations & Risk - Wealth Management and...  ...Forensic team helps client leaders translate multifaceted...  ..., hedge funds, private equity, fund...  ...account onboarding, digital asset administration, financial advisor support, recordkeeping...  ...technologies, and tools such as customer relationship... 
    Digital
    Work at office
    Night shift

    Deloitte

    Jericho, NY
    2 days ago
  •  ...Title SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management...  ...investment management, tax-aware planning, estate and succession coordination,... 
    Work at office
    Immediate start

    SimpleCITI

    Garden City, NY
    20 hours ago
  •  ...create, protect, and grow wealth through personalized,...  ...impact and trusted client relationships....  ...investment, insurance, estate planning) Provide education and...  ...Advanced planning resources, digital marketing support, and business development tools Flexible career path... 
    Digital
    Flexible hours

    WealthBridge Financial Group

    Hicksville, NY
    20 hours ago
  • $189.2k - $372.9k

    Position Summary Private Equity M&A Strategy &...  ...team helps guide clients through their most critical...  ...upside, synergy planning, and integration/carve...  ...clients include asset, wealth, and investment advisers...  ...Team serves as strategic advisors to PE firms as they... 
    Private client
    Odd job
    Work experience placement
    Local area

    Deloitte

    Jericho, NY
    4 days ago
  • $115k - $165k

     ...wastewater design work for both public and private clients. As well as coordinates efforts of both...  ...projects from inception through planning, design, permitting, bidding, and construction...  ...with engineering software and tools required for design, analysis, and project... 
    Private client
    Hourly pay
    Full time
    For subcontractor
    Local area
    Immediate start
    Afternoon shift

    H2M architects + engineers

    Melville, NY
    20 hours ago
  •  ...number one priority. With a wealth of learning and career...  ..., and leading market tools, we help our people...  ...Responsibilities : Participate in client engagement delivery...  ...involving HR digital transformation with Oracle...  ...project management or planning activitiesCollaborate with... 
    Digital
    Work experience placement
    H1b
    Local area

    KPMG

    Melville, NY
    3 days ago
  •  ...Powered by Your Practice.As a Wealth Management Advisor, you will develop a high-...  ...established book of high-net-worth clients. You will:Partner with...  ...including a top-tier retirement plan, tuition reimbursement,...  ...future-focused skills and AI tools that enable us to advance our... 
    Full time
    Work at office
    Flexible hours

    Teachers Insurance and Annuity Association

    Melville, NY
    20 hours ago
  •  ...protect ambition: for the clients who count on us, and...  ...businesses protect and plan for what matters most through...  ..., retirement, and wealth management products and...  ...team, giving you the tools, support, and community...  ...Position Overview HUB Private Client is seeking an... 
    Private client
    Work experience placement
    Internship
    Work at office
    Local area
    Flexible hours

    Squaremouth

    Melville, NY
    2 days ago
  • $99k - $232k

     ...Delivery Manager you will oversee client-facing cloud infrastructure...  ...by balancing project planning, delivery timelines, and quality...  ...through automation, digital tooling, and AI-enabled workflows- Building...  ..., and AWS Marketplace private offers- Delivering cloud transformation... 
    Digital
    Full time
    H1b

    PwC

    Melville, NY
    20 hours ago
  •  ...and reporting. Collaborate with the Private Client Services team on both Global & Local Elite...  ...organization. Experience using digital tools such as Power BI, Google Analytics, Contentful...  ...off policy, access to health insurance plans including medical, dental, and vision,... 
    Digital
    Private client
    Temporary work
    Local area
    Flexible hours

    Belmont Park Village

    Hempstead, NY
    12 hours ago
  •  ...We are seeking a Tax Planning Associate to join our client, a boutique Wealth Management firm on Long Island. This is an excellent opportunity for an experienced...  ...an interest in working collaboratively with wealth advisors and other professionals to develop thoughtful tax... 
    Full time
    Work at office

    JCW Group

    Jericho, NY
    20 hours ago
  • $32.5 - $36 per hour

     ..., you will serve as a trusted advisor, empowering customers to achieve...  ...role in growing TurboTax’s client base within the local community...  ...refunds, and provide future tax planning advice. \n Utilize...  ...government websites, professional tools, and team expertise to deliver... 
    Local area

    Intuit

    Hicksville, NY
    6 days ago
  • $100k - $150k

     ...top to bottom - we give you the tools you need to succeed and the autonomy...  ...practice serves a wide range of clients with specific needs including real estate private equity funds, public and private...  ...from start to finish, including planning, executing, directing, and... 
    Work at office
    Local area

    EisnerAmper

    Melville, NY
    4 days ago
  • $22 per hour

     ...inquiries, and assist patients in using these tools. Insurance & Documentation Verify...  ...respond to emails, and utilize shared digital tools (e.g., Google Drive) to stay updated...  ...Assistance Program (EAP) Retirement Plan - 401(k) Paid Time Off (PTO) Paid Holidays... 
    Digital
    Daily paid
    Work at office
    Local area
    Afternoon shift

    Long Island Vision Management

    Bethpage, NY
    13 days ago
  • $90k - $130k

     ...Senior to lead tax compliance and planning engagements for a varied client base, including high net worth individuals...  .../Lacert, other tax preparation tools) and bookkeeping platforms (...  ...coordinating with partners and external advisors.Support business development and client... 
    Work at office
    Local area
    Remote work

    CyberCoders

    Melville, NY
    2 days ago
  • $175k - $225k

     ...from top to bottom. We give you the tools you need to succeed and the...  ...individual will serve sophisticated private equity and institutional real estate clients, including Real Estate Private Equity...  ...estate clients Provide tax planning, structuring, and advisory... 
    Local area

    EisnerAmper

    Melville, NY
    2 days ago
  • $60 - $80 per hour

     ...consulting firm, partnering with clients to solve the world’s most...  ...designers, engineers, scientists, digital innovators, program and...  ...performed in accordance with project plans, specifications, and safety...  ...teams partner with public- and private-sector clients to create innovative... 
    Digital
    Private client
    Hourly pay
    Contract work
    For contractors
    For subcontractor
    Work at office
    Local area
    Worldwide
    Relocation
    Flexible hours

    AECOM

    Melville, NY
    4 days ago
  • $150k - $160k

     ...growth strategies and operating plans. As the Director of Human...  ...for their direct team, trusted advisor to executive leadership and a...  ...’s continued expansion as a private equity–backed global organization...  ...HRIS, data analytics, and digital tools to drive decision-making and... 
    Digital
    Hourly pay
    Temporary work
    Local area
    Flexible hours

    Precipart

    Farmingdale, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Advisor - Wealth Planning & Digital Tools. Be the first to apply!