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Private Wealth Advisor - Holistic Financial Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-19
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in New York, NY to deliver personalized investment solutions and comprehensive financial planning to clients. You will build relationships and support clients from all financial backgrounds while fostering a culture of diversity. Applicants should have a minimum of 2 years of relevant experience, with licenses in Series 7 and 66, along with a commitment to goals-based financial advice.
A competitive salary and benefits are offered.
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