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Private Client Advisor - Holistic Wealth Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-23
Listing for:
JPMorganChase
Full Time
position Listed on 2026-01-23
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 to provide comprehensive financial planning and investment solutions to clients ranging from beginners to affluent individuals. Responsibilities include cultivating client relationships, providing financial education, and leveraging digital tools for enhanced investment monitoring. Candidates should have at least 2 years of relevant experience and possess appropriate financial certifications. This role emphasizes relationship management over portfolio management, aligning with client needs.
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