Private Client Advisor — Holistic Wealth & Planning

J.P. Morgan Chase in New York seeks a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions to individuals and families. You will build a book of business, rely on leadership and relationship-building skills, and deliver an exceptional investor experience with advised solutions and referrals. The role emphasizes goals-based planning, client education on digital tools, and a holistic view of clients' needs.