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Financial Advisor Financial Consultant

Private Client Advisor - Wealth Planning & Digital Solutions

Job in Delafield, Waukesha County, Wisconsin, 53018, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading global financial services firm seeks a Private Client Advisor to deliver exceptional financial planning and advice to clients of varied wealth levels. The role involves building client relationships, providing investment solutions, and utilizing digital tools to enhance client experiences. Candidates should have at least 2 years of relevant experience, necessary financial licenses, and a commitment to goals-based planning.
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