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Wealth Advisor — Holistic Planning & Client
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-03-12
Listing for:
JPMorganChase
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Location: New York
A leading financial services firm in New York is seeking a Private Client Advisor to deliver comprehensive financial planning for diverse clients. In this role, you will champion your clients' success through personalized investment solutions and contractual obligations. The ideal candidate will have a minimum of 2 years' experience in a financial advising role, with strong skills in client relationship management and goals-based planning.
The firm is deeply committed to diversity and inclusion and offers a collaborative working environment.
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