More jobs:
Wealth Planning & Client Relationship Advisor
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-13
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in New York seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate has at least 2 years of experience in a Financial Advisor role, is client-focused, and possesses necessary licenses. Strong relationship-building skills are essential, and candidates should show a commitment to diversity.
This role offers a competitive compensation package and promotes a culture of inclusion and success.
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