Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Advisor - Holistic, Client-First Planning

Aumni

J.P. Morgan Chase in Greenfield, Massachusetts is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions to clients. The ideal candidate will have at least 2 years of experience in a financial advisory role, strong client relationship skills, and relevant licensures, including Series 7 and Series 66. This position requires a commitment to client education and digital innovation. Comprehensive benefits and a competitive salary package are offered. #J-18808-Ljbffr Aumni

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor - Holistic, Client-First Planning in Greenfield, MA vacancy
  • Financial AdvisorThe Financial Advisor (FA) role is a three-year program with a forgivable...  ...who will be providing financial planning guidance & selling investment management...  ...service the unique and complex needs of TD Wealth clients by reviewing financial goals and making... 
    Suggested
    Work at office

    TD Bank

    Greenfield, MA
    2 days ago
  • $65k - $72k

     ...gift officer portfolios, incorporating identified strategies and plans, progress tracking through the donor cycle, and accurate...  ...for the birthing parent. Part-time work for full-time pay for the first 4 weeks post parental leave. ~ Learn more about our benefits.... 
    Suggested
    Full time
    Part time
    Summer work
    Work at office

    University of Massachusetts Amherst Foundation

    Deerfield, MA
    2 days ago
  • Commercial Credit Analyst Pay is based on related experience, expertise, market data, and internal equity; generally, new hires can expect pay between the minimum and midpoint of the range. Location: Onsite (Greenfield, MA) for 3-6 months to start, then hybrid ...
    Suggested
    Work at office

    Greenfield Savings Bank

    Greenfield, MA
    4 days ago
  • $26 - $30 per hour

    GREENFIELD - Credit Analyst Performs credit analysis for new money loan requests and annual loan reviews on existing loans in the commercial loan department as assigned, in conformance with established policies, procedures and objectives. Be highly coachable in learning...
    Suggested
    Hourly pay

    Greenfield Cooperative Bank

    Greenfield, MA
    4 days ago
  • Job Title Credit Analyst I Grade 9 Department Credit Department Status Non-exempt Reports To SVP Credit Officer Date Aug-2026 OVERVIEW Performs credit analysis for new money loan requests and annual loan reviews on existing loans in the commercial loan department ...
    Suggested

    Greenfield Co-Operative Bank

    Greenfield, MA
    3 days ago
  • Registration and Finance Rep Location: Baystate Franklin Medical Center Schedule: 7am-3:30pm Rotating weekends and holidays Under the direction of the Revenue Cycle Registration Supervisor/Manager, the BH Onsite Registration Representative is responsible for gathering...
    Hourly pay
    Full time
    Work experience placement

    Baystate Health

    Greenfield, MA
    1 day ago
  • Job Description Job Description JOB DESCRIPTION   Job Title Float Teller Grade 4 Department Retail Banking Status Non-Exempt Reports To Branch Manager Date 2026   OVERVIEW Serves the public and promote good customer relations...
    Full time
    Work at office

    Greenfield Co-Operative Bank

    Greenfield, MA
    21 days ago
  • Job Description Job Description Job Summary: This position requires a hands-on individual with the ability to assist Originators, Office Managers, loan customers, and Attorneys in a competent, courteous, and professional manner. Must be familiar with all aspects...
    Daily paid
    Work at office

    Greenfield Savings

    Greenfield, MA
    2 days ago
  • Teller 1 Full-time, including Saturdays-Conway A Teller 1 is responsible for processing basic customer transactions efficiently and accurately while providing unparalleled service. Essential Job Responsibilities Required to provide unparalleled customer ...
    Full time
    Work at office

    Greenfield Savings Bank

    Conway, MA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor - Holistic, Client-First Planning. Be the first to apply!