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Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.

A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice. This role involves building and maintaining client relationships, while offering tailored investment solutions. Candidates must have at least 2 years in a financial advisory capacity, strong integrity, and commitment to client success. Required licenses include Series 7 and Series 66. The position emphasizes a deep understanding of the financial market and a passion for client education. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted more than 2 months ago

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