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Financial Advisor Financial Consultant Wealth Management Financial Sales

Private Client Advisor: Wealth Planning & Relationships

Job in Levittown, Bucks County, Pennsylvania, 19055, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. This role emphasizes strong client relationship management and requires a minimum of 2 years of experience in financial services. Candidates should have relevant licenses and a commitment to client-centered goals. The position offers a chance to grow within a supportive team culture, ensuring clients receive exceptional investment experiences and coaching beyond just financial products.
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