Wealth Management: Private Client Advisor
TwinThread
J.P. Morgan in New York City is looking for a Private Client Advisor to offer personalized investment solutions and comprehensive financial planning. This role requires at least 2 years of financial advisory experience and the ability to build strong client relationships. Additionally, the candidate must possess a Series 7 and Series 66 licenses, along with a valid Life, Health, and Long Term Care Insurance license. Candidates with a CFP certification are preferred. #J-18808-Ljbffr TwinThread
Vacancy posted 5 days ago
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New York, NY4 days ago
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