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Wealth Advisor: Holistic Planning & Digital Solutions
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-31
Listing for:
J.P. Morgan
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in New York seeks a Private Client Advisor to provide tailored investment solutions and foster strong client relationships. In this role, you will educate clients on diverse financial options and leverage cutting-edge digital tools to enhance the client experience. The ideal candidate has at least 2 years of experience as a Financial Advisor, holds required licenses, and is passionate about client service.
This full-time position emphasizes diversity and integrity within a supportive team environment.
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