Private Client Wealth Advisor - Holistic PlanningJ.P. Morgan • New York, NY, United States
Private Client Wealth Advisor - Holistic Planning
J.P. Morgan • New York, NY, United States
1 day ago
Job type
- Full-time
Job description
A leading financial services firm in Brooklyn is seeking a Private Client Advisor. This role involves offering comprehensive financial planning and personalized investment solutions to clients. The ideal candidate has at least 2 years of experience in a financial advisor role and holds a Series 7 and Series 66 license. You will connect with clients to understand their financial needs and facilitate exceptional investment experiences.
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Private Wealth Advisor • New York, NY, United States
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