Private Client Advisor - Wealth Planning Expert

Testing Site - JPMC

J.P. Morgan Wealth Management is seeking a Private Client Advisor for the Westchester West area, based in Mount Vernon, NY. This full-time role requires deep client relationships, advisory expertise, and the ability to deliver comprehensive financial planning and investment solutions to individuals and families. You will work with a broad investment product platform, engaging with clients to meet their financial goals while partnering with Chase Wealth Management teams. #J-18808-Ljbffr Testing Site - JPMC

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Private Client Advisor - Wealth Planning Expert in Mount Vernon, NY vacancy

Private Client Advisor - Wealth Management Westchester East
JPMorgan Chase & Co. in White Plains, NY seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services for individuals and families... ..., and responsible stewardship of client wealth within Chase Wealth Management. #J-18808-Ljbffr...
Private client
JPMorgan Chase & Co.
White Plains, NY
15 hours ago
J.P. Morgan Wealth Management - Private Client Advisor - Westchester West
..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families....
Private client
JPMorgan Chase & Co.
Mount Vernon, NY
more than 2 months ago
Wealth Management: Private Client Advisor
J.P. Morgan Wealth Management in Mount Vernon, NY is hiring a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning for individuals and families. You will build relationships, leverage a broad product platform, and use...
Private client
JPMorgan Chase & Co.
Mount Vernon, NY
3 days ago
Private Client Advisor II
...how we deliver for our clients, teammates, communities... ...access to the full array of Private Bank and the bank's... ..., and overall wealth strategy, being responsive... ...prospects as their trusted advisor, providing integrated recommendations... ...Prospecting Wealth Planning Analytical Thinking...
Private client
Shift work
Day shift
Bank of America
Forest Hills, NY
15 hours ago
Private Client Wealth Advisor - Strategic Rel. Builder
JPMorgan Chase & Co. is seeking a Private Client Advisor for the Westchester West area. You will deliver comprehensive financial planning and investment guidance to individuals and families, leveraging a broad product platform and digital tools to meet client needs. You...
Private client
JPMorgan Chase & Co.
Mount Vernon, NY
4 days ago
Trust & Estates Attorney
...The Opportunity Our client is building a rapidly growing national... ...base of entrepreneurs, privately held businesses, high-net-worth... ...capabilities across tax, accounting, wealth, family office, transaction... ..., including: Estate planning and wealth transfer strategies...
Private client
For contractors
Work at office
Executive Staffing Group
White Plains, NY
4 days ago
Financial Expert (Tax)
$32.5 - $36 per hour
...dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail... ...you will serve as a trusted advisor, empowering customers to... ...role in growing TurboTax’s client base within the local community... ..., and provide future tax planning advice. \n Utilize resources...
Local area
Intuit
Fort Lee, NJ
24 days ago
Tax Manager - Private Client Services
$100k - $135k
...delivering real value to our clients.Our mission is to... ...Director to join our growing Private Client Services... ...providing tax compliance, planning, and consulting... ...candidate will be a strategic advisor with strong technical expertise... ..., estate, gift, and wealth transfer taxes.Serve as...
Private client
Full time
Private practice
Local area
3 days per week
PKF O’Connor Davies
Harrison, NY
3 days ago
Wealth Management Advisor
$61k - $110k
...title: Financial/Insurance Sales Advisor: Training Provided As a... ...Advisor, you will prospect for clients and maintain ongoing client relationships... ...services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth...
Work experience placement
Work at office
Relocation
Monday to Friday
Northwestern Mutual
White Plains, NY
5 days ago
Associate Director, Private Wealth Client Services
$100k - $130k
...Cresset is a firm built by clients, for clients. As an... ...multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our... ...managers as directed by advisor Prepare client subscription... ..., 401(k) retirement plan, health savings accounts...
Private client
Full time
Temporary work
Work at office
Local area
Cresset Corporation
White Plains, NY
15 hours ago
Tax Director
...Private Client Services – Director / Partner Start Date: Post–Tax Season 2026 (Flexible) A top-ranking CPA firm is seeking a Director... ...will oversee complex tax engagements, provide strategic tax planning to high-net-worth individuals and closely held entities, and...
Private client
Private practice
Flexible hours
Search Masters
White Plains, NY
4 days ago
Weekend Home Health Aide - Spanish Speaking
...female Home Health Aide to provide hands-on personal care for a private client in White Plains, NY. This is a weekend, live-out position for... ...with transfers and mobilityMedication remindersMeal planning and preparationLaundry and bed linen changes (hospital bed sheets...
Private client
Live out
Shift work
Weekend work
Credenza Health
White Plains, NY
2 days ago
Tax Senior Associate [Private Client Services - Entertainment Industry Group]
$85k - $140k
...and relationships, solutions to address clients’ unique business goals and risks, and insight... .... This position is rooted within the Private Client Services practice, with a... ...accountsTake responsibility for pre-engagement planning, execution, and final...
Private client
For contractors
Private practice
Local area
Flexible hours
3 days per week
CohnReznick
White Plains, NY
2 days ago
Tax Manager [High Net Worth Individuals]
$105k - $175k
...and relationships, solutions to address clients’ unique business goals and risks, and insight... .... This position is rooted within the Private Client Services practice with a focus on... ...responsibility for pre-engagement planning, execution, final deliverable development...
Private client
Work experience placement
Interim role
Private practice
Work at office
Local area
Flexible hours
3 days per week
CohnReznick
White Plains, NY
15 hours ago
Financial Expert (Tax)
$32.5 - $36 per hour
...dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail... ...you will serve as a trusted advisor, empowering customers to... ...role in growing TurboTax's client base within the local community... ..., and provide future tax planning advice. Utilize resources...
Local area
Intuit
Fort Lee, NJ
3 hours ago
Client Wealth Advisor
...there’s nothing else like it. Successful Advisors at New York Life come from many different... ...the protection and financial needs of your clients A clearly defined career path... ...benefits, including a defined benefit pension plan, and significant earnings potential Here...
Fixed term contract
New York Life Insurance Company
Flushing, NY
9 days ago
Premier Relationship Manager
$71k - $135k
...estate, entertainment and media, private equity and venture capital,... ...our new and existing Premier clients. Woking collaboratively with our... ...-centric strategic marketing plans and generate new business through... ...of financial planning, wealth management, and client-needs assessmentApplicants...
Full time
East West Bank
Flushing, NY
3 days ago
Registered Client Services Associate - Wealth Management
$85k - $110k
...Client Services & Operations Associate - Wealth Management (Westchester County) Our client, a boutique wealth manager in Westchester County, is looking to... ...requests, wires, journals, checks, EFTs, RMDs, and 529 plan distributions. Monitor incoming communications for...
Full time
Daley And Associates, LLC
White Plains, NY
15 hours ago
Trusts and Estates Attorney
...Candidate should have extensive experience in complex trust and estate planning and administration, including fiduciary tax and accounting,... ...complex valuation issues. Must have experience with estate and wealth planning for high net worth individuals and families ($30...
Immediate start
Robert Hadley
White Plains, NY
2 days ago
Estate & Trust Attorney
...Attorney - Sophisticated Estate Planning New York, NY & White... ...This role centers on advanced wealth transfer strategies, tax-driven... ...and is comfortable advising clients with estates valued above $16... ...accountants and financial advisors on tax planning implementation...
Talnt LLC
White Plains, NY
3 days ago
Attorney
$180k
...The Role Estate & Tax Planning: Advise high-net-worth individuals... ...strategies, including wealth preservation, tax-efficient structuring... ...and negotiation. Client Advisory & Representation: Deliver... ...closely with financial advisors, accountants, and tax professionals...
Full time
We Are Legal Revolution
White Plains, NY
15 hours ago
Senior Tax Associate
$95k - $115k
...individuals to reduce taxes and build long-term wealth. The Role We’re hiring a Senior... ...on a path to Tax Manager . This is a client-facing role where you’ll manage... ...work, and gain exposure to advanced tax planning. You’ll work directly with firm leadership...
Full time
Nisanov Tax Group
Fort Lee, NJ
2 days ago
Wealth Management Associate
$90k - $130k
...POSITION SUMMARY: Wealth Management Associates provide... ...service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...proposal tools and financial planning. DUTIES and... ...ability to prioritize Expert knowledge of basic personal...
Temporary work
Local area
Morgan Stanley
White Plains, NY
2 days ago
Private Wealth Advisor
...Encore Help Build the Wealth Management Firm of the... ...than $2 billion in client assets by combining sophisticated... ...different. Our advisors work alongside software... ...with advanced tax planning, proprietary investment... ...and highly motivated Private Wealth Advisor who will...
Work at office
Relocation
Relocation package
PCM Encore
White Plains, NY
4 days ago
Senior Tax Manager
$200k - $220k
...highly respected Top 10 wealth management firm whose... ...CPA who thrives in a client-facing environment and... ...to serve as a trusted advisor to high-net-worth and ultra... ..., corporate, and private foundation tax returns... ...individuals and families on tax planning opportunities and...
Work at office
Flexible hours
Brewer Morris
White Plains, NY
15 hours ago
Wealth Management Associate
$90k - $130k
...Wealth Management Associate Wealth Management Associates... ...service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...proposal tools and financial planning. Duties and... ...ability to prioritize Expert knowledge of basic personal...
Temporary work
Local area
Morgan Stanley
Purchase, NY
3 days ago
Key Private Bank Sr. Relationship Manager
$116k - $216k
...YorkJob SummaryKey Private Bank (KPB) is dedicated... ...to serving our clients' financial needs through expert advice and personalized... ...the primary client advisor, developing and... ...trust, investment and planning strategists, based... ...of financial wealth management services...
Full time
Work experience placement
Work at office
Local area
Flexible hours
Night shift
KeyBank
Tarrytown, NY
4 days ago
Trusts & Estates Attorney — High-Impact, Hybrid, Up to 180K
...firm with a strong growth trajectory and deep experience in high-net-worth estate planning, wealth preservation, and sophisticated trust structures. You will advise high-net-worth clients, oversee probate and fiduciary matters, and participate in trust and estate litigation...
We Are Legal Revolution
White Plains, NY
4 days ago
Perioperative RN: Preop & PACU Care Expert
...before and after anesthesia, monitor vital signs, and support recovery in the perianesthesia continuum. Responsibilities include planning individualized care, interpreting monitors, and ensuring safe medication administration. Requires RN licensure, BLS/ACLS (PALS if...
SCA Health
Englewood Cliffs, NJ
4 days ago
Retail Sales Consultant - Verizon
$16 - $21 per hour
...$16.00 to $21.00 per hour in base pay, plus up to $18,000 a year in individual-based commissions if you hit all your sales goals. Planning to go above and beyond? With our commission program, the opportunities are unlimited for employees who exceed their sales goals. Top...
Hourly pay
Full time
Temporary work
Work experience placement
Summer work
Immediate start
Shift work
Weekend work
Afternoon shift
Verizon
Yonkers, NY
2 days ago

Do you want to receive more vacancies?

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