Elite Private Banker & Wealth Advisor – Executive Director

JPMorganChase; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Dallas seeks an experienced professional to manage client relationships, advise on asset allocation, and provide tailored solutions. The ideal candidate will have over six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and required licenses. This role emphasizes client experience and proactive engagement. A comprehensive benefits package and competitive salary are offered.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.

Responsibilities

• Manage relationships with clients to deliver exceptional client experience.
• Advise clients on asset allocation and investment management.
• Ensure solutions meet clients' short, medium, and long term needs.

Skills

Sales success

Client experience focus

Strong community presence

Understanding of investments

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

A leading financial services firm in Dallas seeks an experienced professional to manage client relationships, advise on asset allocation, and provide tailored solutions. The ideal candidate will have over six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and required licenses. This role emphasizes client experience and proactive engagement. A comprehensive benefits package and competitive salary are offered.