Private Banking Wealth Advisor - HNW Portfolios
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-21
Listing for:
JCW Group
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
Location: New York
A regional bank is seeking an experienced Wealth Advisor to manage a portfolio of high-net-worth clients. The ideal candidate will provide comprehensive wealth management solutions and develop new client relationships through business development activities. With at least 5 years of experience in wealth advisory, the candidate should have a portable book of business and a strong knowledge of financial planning concepts.
Relevant licenses are preferred, and a Bachelor's degree in finance or a related field is required.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×