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Private Client Advisor: Wealth Planning & Digital
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 institution in Brooklyn is looking for a Private Client Advisor to deliver personalized investment solutions and support clients with comprehensive financial planning. You will leverage your understanding of financial markets, build relationships, and help clients navigate their investment decisions. Required qualifications include a minimum of 2 years in a Financial Advisor role, Series 7 and Series 66 licenses, and fluency in English and Russian.
This role is critical to enhancing client relationships and delivering exceptional service.
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