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JPMorganChase

Wealth Advisor: Holistic Planning & Digital Solutions

city of mount vernon, NY

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Job description

A leading financial services firm is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice. The ideal candidate will have at least 2 years of experience and the necessary licenses, focusing on building client relationships and delivering personalized solutions. This role offers the opportunity to work with diverse clients and requires strong integrity and understanding of financial markets.

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