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Wealth Advisor: Private Clients & Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-01
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in New York, NY. This role involves comprehensive financial planning and personalized investment solutions for clients with varying wealth levels. You will build strong client relationships and deliver tailored advice, utilizing digital technology to enhance client interactions. The ideal candidate possesses a valid Series 7 and 66 licenses, with a strong focus on relationship management and client education.
This position offers a competitive salary and benefits package.
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