Private Client Advisor | Wealth & Digital Investing
JPMorganChase
J.P. Morgan Chase in Selden, New York is seeking a Financial Advisor to champion client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience, a valid Series 7 license, and a commitment to goals-based financial planning. This role offers a competitive salary, commission-based pay, and a comprehensive benefits package that includes health care, retirement plans, and financial coaching. #J-18808-Ljbffr JPMorganChase
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping... ...inclusion. Using a broad investment product and thought... ...platform along with cutting edge digital technology, you will be front... ...Client Advisor in Chase Wealth Management, you will offer...DigitalPrivate client
- ...Morgan Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal candidate will have at... ..., relationship management, and embracing digital innovations. We offer a competitive rewards package...DigitalPrivate client
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping... ...inclusion. Using a broad investment product and thought... ...platform along with cutting edge digital technology, you will be front... ...Client Advisor in Chase Wealth Management, you will offer...DigitalPrivate client
- ...passionate about helping our clients, supporting our employees,... ...and inclusion. Using a broad investment product platform and cutting‑edge digital technology, you will represent... ...their financial needs. A Private Client Advisor in Chase Wealth Management offers comprehensive...DigitalPrivate client
- ...passionate about helping our clients, taking care of our employees... ...and inclusion. Using a broad investment product and thought leadership... ...along with cutting‑edge digital technology, you will represent... ...least 2 years in a Financial Advisor role or equivalent financial...DigitalPrivate client
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role, you will provide comprehensive financial planning and advice to clients, helping them manage investments and deepen relationships. Your expertise will cater to a diverse range...DigitalPrivate client
- ...enthusiasm for helping our clients, taking care of our... ...inclusion. Using a broad investment product and thought leadership... ...along with cutting edge digital technology, you will be... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will...DigitalPrivate clientFull time
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Selden, NY to provide comprehensive financial planning and advice... ...client relationships and delivering personalized investment solutions while embracing digital innovations to enhance client experiences. The...DigitalPrivate client
$33.28k - $90k
...provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...or FA/PWAAnswering general non-investment related questions concerning... ...PWAEducating or enrolling clients in digital tools (e.g. MSOnline, eSign,...DigitalPrivate clientTemporary workWork at officeLocal area- ...providing a wide range of investment banking, securities,... ...management and wealth management services. The... ...Firm's employees serve clients worldwide including corporations... ...Stanley Financial Advisors across all channels to... ...to institutional and private clients (e.g., Defined...Private clientTemporary workWorldwide
$105k - $140k
...providing a wide range of investment banking, securities,... ...management and wealth management services. The... ...Firm's employees serve clients worldwide including corporations... ...Stanley Financial Advisors across all channels to... ...to institutional and private clients (e.g., Defined...Private clientTemporary workWork at officeWorldwide$60k - $200k
...Private Client Sales Executive (Client Advisor) World Insurance Associates ("World") is a unique financial services... ...employee and executive benefits, investment advisory and retirement plan... ...affluent individuals, family offices, wealth managers, and centers of influence...Private clientBase plus commissionImmediate start- JPMorganChase is seeking a Private Client Advisor to provide financial planning and advice at their... ...role involves offering personalized investment solutions while building strong... ...focusing on helping clients become more digitally confident. The position emphasizes integrity...Private client
- JPMorganChase in Hauppauge, New York, seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships while offering personalized investment solutions, ensuring an exceptional client experience. The ideal candidate...Private client
$85k - $135k
...providing a wide range of investment banking,... ...investment management and wealth management... ...s employees serve clients worldwide including... ...managed futures, private equity, private credit... ..., real assets and digital assets.The... ...service to Financial Advisors and their support...DigitalTemporary workWorldwide$32.22k - $90k
...Morgan-Stanley is seeking a Client Relationship Analyst in Town of Islip, New York. This... ...service to clients and supporting Financial Advisors with their daily tasks. The ideal... ...managing schedules, and educating clients on digital tools. Candidates should have a High School...Digital$120k
Eerstelijnszorg Zoetermeer seeks a Personal Lines Insurance Private Client Advisor in Hauppauge to manage a high-net-worth book of business. Responsibilities include preparing submissions and conducting client reviews while collaborating with team members. The ideal candidate...Private client$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book... ...closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess...Temporary workWork experience placement- ...any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with... ...the strength of our success, and we invest and support you in: Life with rewards,... ...one of our job board partners Step 2 Digital Interview Upon review of your application...DigitalContract workFor contractorsWork experience placementLocal areaAfternoon shift
$120k
Personal Lines Insurance Private Client Advisor (High Net Worth Personal Lines) Location: Hauppauge, Long Island, NY. Responsibilities Manage and service an assigned high‑net‑worth (HNW) book of business. Prepare new business and renewal submissions, including marketing...Private client$195k - $275k
...services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations,... ...plays a vital role in achieving digital transformation. S/he defines, develops...DigitalTemporary workWorldwide$165k - $275k
...services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations,... ...Division of Morgan Stanley and its digital direct business through E*TRADE, as...DigitalTemporary workWorldwide$105k - $250k
...employs a group of experienced advisors that help individuals and... ...attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client’s short- and long-term goals,... ...including financial planning, investment management, insurance, and estate...Temporary workLocal areaFlexible hours- ...financial services firm is seeking Financial Advisors to engage with high-net-worth... ...identify financial goals, and provide tailored investment recommendations. Candidates must possess... ...or sales. The role emphasizes building client relationships and requires strong communication...
$17 per hour
...Listening Relationship Building and Client Follow-Up Consultative Selling and Product... ...-Energy Environments Comfort with Digital Tools and Point-of-Sale Systems... ...when it comes to your career. At Bob's, we invest in your growth, well-being, and career advancement...DigitalHourly payFull timePart timeLocal areaFlexible hours- ...Islip is seeking a highly motivated AVP to lead the strategic expansion of our Outsourced Chief Investment Officer (OCIO) services for international Ultra-High-Net-Worth clients. This role is crucial for enhancing cross-border coordination and ensures adherence to...
$16.28 - $25.06 per hour
...Branch Banking Client Consultant II PT Location: Brentwood, NY 11717 Branch Banking... ...will have greater lending and basic investment interactions and will participate in more... ...Experience with using and demonstrating digital products and self-service technologies...DigitalLocal area$16.28 - $25.06 per hour
...Position Title Branch Banking Client Consultant II-Licensed Location Smithtown, NY 117... ...position will handle lending and basic investment interactions and participate in more complex... ...proficiency in using and demonstrating digital products and self‑service technologies....DigitalHourly payLocal area$16.28 - $25.06 per hour
...Job Summary Branch Banking Client Consultant II provides best‑in‑class experience by resolving... ...encompass greater lending and basic investment interactions and will participate in... ...Experience with using and demonstrating digital products and self‑service technologies....DigitalHourly payLocal area- ...Colleague - also known as a Beauty Advisor Flex - you are the trusted... ...and style. Building lasting client relationships is at the heart... ...point-of-sale technology and digital tools to streamline transactions... ...coverage and a 401(k) match to invest in your future. Prioritize your...DigitalFlexible hoursShift workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Advisor | Wealth & Digital Investing. Be the first to apply!
- social service representative Selden, NY
- client service officer Selden, NY
- customer service expert Selden, NY
- airport customer service agent Selden, NY
- customer experience agent Selden, NY
- customer service consultant Selden, NY
- customer service assistant Selden, NY
- customer support specialist Selden, NY
- customer advisor Selden, NY
- customer support agent Selden, NY

