More jobs:
Private Client Advisor, Wealth Planning & Relationships
Job in
City of Albany, Albany, Albany County, New York, 12201, USA
Listed on 2026-01-14
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Private Client Advisor to offer comprehensive financial planning and advice. This role involves building strong client relationships, delivering personalized investment solutions, and educating clients on banking technology. A minimum of 2 years of experience in a financial advisor role, along with Series 7 and Series 66 licenses, is required. The ideal candidate will demonstrate integrity and a commitment to diversity within a supportive team environment.
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