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Wealth Strategy Advisor High-Net-Worth Clients
Job in
Brooklyn, Kings County, New York, 11210, USA
Listed on 2026-01-17
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A leading financial services firm in Brooklyn is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients. The role involves building client relationships and delivering personalized advice. Candidates should have at least 2 years of experience in financial advisory and must obtain necessary licenses within 60 days. This position promotes integrity, teamwork, and digital confidence while meeting clients' diverse financial needs.
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