Private Client Advisor, Wealth Planning & Relationships
Job in
Pearl River, Rockland County, New York, 10965, USA
Listed on 2026-01-14
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading global financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to clients in New York, NY. The ideal candidate will have at least two years of experience as a Financial Advisor, strong skills in client relationship management, and the necessary licenses including Series 7 and Series 66. You will champion diversity and foster client relationships, offering holistic financial coaching and innovative solutions.
This role offers the opportunity to thrive in a dynamic and supportive environment.
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