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Financial Advisor Financial Consultant

Private Client Advisor - Wealth Planning & Digital Solutions

Job in Hauppauge, Suffolk County, New York, 11788, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients in Hauppauge, New York. You will build strong client relationships and deliver personalized investment solutions while educating clients on available technology. This role requires at least 2 years of financial services experience and relevant licenses. If you're passionate about client success and financial planning, join us for a fulfilling career in wealth management.
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