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Financial Advisor Financial Consultant Financial Sales

Wealth Advisor: Private Client & Financial Planning

Job in Wilmington, New Castle County, Delaware, 19894, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Sales
Job Description & How to Apply Below
A leading financial services firm in Wilmington is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. This role involves building client relationships and offering personalized investment solutions, emphasizing education and digital engagement. Candidates should have at least 2 years in a Financial Advisor role with required licenses. A Bachelor's degree and CFP certification are preferred.

The position fosters teamwork and diversity in a client-focused environment.
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