Private Client Advisor - Holistic Wealth Planning

JPMorganChase; Arlington (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial services firm is seeking a Private Client Advisor to deliver exceptional financial planning to individual and family clients. This role involves building personalized investment solutions and fostering deep client relationships. Candidates should have at least 2 years in financial advisory roles with relevant licenses. The ideal candidate will demonstrate integrity and a commitment to diversity while delivering client-focused advice. This position offers a competitive rewards package and a supportive work environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• A valid and active Series 7 and Series 66 (63/65) license required.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Champion and support teammates while fostering a culture of diversity.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Integrity

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP®) certification

Tools

Financial planning software

Job description

A leading financial services firm is seeking a Private Client Advisor to deliver exceptional financial planning to individual and family clients. This role involves building personalized investment solutions and fostering deep client relationships. Candidates should have at least 2 years in financial advisory roles with relevant licenses. The ideal candidate will demonstrate integrity and a commitment to diversity while delivering client-focused advice. This position offers a competitive rewards package and a supportive work environment.