Private Client Advisor: Wealth Planning & Digital Guidance
JPMorganChase
A leading financial services firm is seeking a Private Client Advisor in Nanuet, NY, to provide comprehensive financial planning to clients of varying wealth levels. The ideal candidate will have a solid background in financial services with at least 2 years experience, focusing on relationship management and client acquisition. A valid Series 7 and 66 license are required, with CFP certification preferred. This role emphasizes the firm's commitment to diversity and client education regarding investment solutions. #J-18808-Ljbffr JPMorganChase
Vacancy posted 3 days ago
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