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 Consultant, Financial Advisor, Wealth Management
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 advice to clients. The role involves building personalized investment solutions, fostering strong client relationships, and supporting diverse financial needs. Candidates must have at least 2 years of experience, solid relationship management skills, and relevant financial licenses. The company offers a competitive salary, commissions, and a strong benefits package, including comprehensive health care, retirement savings, and wellness programs.
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