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Private Wealth Director — Client Strategy
Job in
Greenvale, Nassau County, New York, 11548, USA
Listed on 2026-01-14
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: Greenvale
A leading financial services firm in Greenvale is seeking an experienced Private Banker to manage client relationships, drive business results, and provide comprehensive wealth management solutions. The ideal candidate has over 6 years in financial services, a Bachelor's degree, and must obtain necessary licenses within 90 days. The role involves advising clients on their financial strategies and ensuring adherence to policies while delivering an exceptional client experience.
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