Private Client Advisor - Wealth Planning & Digital Solutions
JPMorgan Chase & Co.
A leading financial institution in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to clients. The role demands strong relationship management skills, a deep understanding of financial markets, and a commitment to diversity. Candidates must possess a Series 7 and Series 66 licenses. Ideal for those with a passion for client education and digital innovation. This role offers the opportunity to build a significant book of business and shape client experiences. #J-18808-Ljbffr JPMorgan Chase & Co.
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$66.36k
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$62.4k - $100k
...deliver personalized investment solutions to your clients by relying on leadership... ...investments Embrace digital innovations to help clients... ...least 2 years in a Financial Advisor role or equivalent financial... ...commitment to goals-based planning and advice Demonstrated ability...DigitalPrivate clientLocal area- ...deliver personalized investment solutions to your clients by relying on leadership... ...investments. Embrace digital innovations to help clients... ...least 2 years in a Financial Advisor role or equivalent financial... ...commitment to goals‑based planning and advice. A valid and active...DigitalPrivate client
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$236.56k - $414.12k
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