Private Client Advisor - Holistic Wealth Planning

JPMorganChase; Colleyville (TX); On-site; USD 90,000 - 140,000; 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 is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to clients. The ideal candidate will have at least 2 years in a financial advisory role and the required licenses, including Series 7 and Series 66. This role emphasizes client relationship management and fostering diversity while utilizing digital innovations to enhance client experiences. Competitive compensation and comprehensive benefits are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion team success and foster a culture of diversity.
• Educate clients on available technology and channels.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Financial market knowledge

Education

Bachelor's degree preferred

Certified Financial Planning (CFP) preferred

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

A leading financial services firm is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to clients. The ideal candidate will have at least 2 years in a financial advisory role and the required licenses, including Series 7 and Series 66. This role emphasizes client relationship management and fostering diversity while utilizing digital innovations to enhance client experiences. Competitive compensation and comprehensive benefits are offered.