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Private Client Advisor: Wealth Planning & Client Relationships
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-18
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A leading financial services firm in New York is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate will have at least 2 years experience in a Financial Advisor role, exhibit strong relationship management skills, and demonstrate fluency in both English and Hebrew. This role involves personalizing investment solutions and educating clients about financial products while upholding the company's commitment to diversity and inclusion.
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