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J.P. Morgan

Private Client Wealth Advisor - Holistic Planning

J.P. Morgan, New York, New York, us, 10261

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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. #J-18808-Ljbffr