Private Client Advisor - Holistic Wealth Planning

JPMorganChase; Fort Worth (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm is seeking a Private Client Advisor in Fort Worth, Texas to offer comprehensive financial planning and advice to individuals and families. The ideal candidate will have a strong background in client acquisition and relationship management, with at least 2 years of experience in a Financial Advisor role. This role focuses on delivering personalized investment solutions and financial coaching, while leveraging digital innovations to enhance client satisfaction. Competitive salary and benefits offered.

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 Series 7 and Series 66 license required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Embrace digital innovations to help clients become more digitally confident.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Financial coaching

Education

Bachelor’s degree

Tools

Financial software

Job description

A leading financial services firm is seeking a Private Client Advisor in Fort Worth, Texas to offer comprehensive financial planning and advice to individuals and families. The ideal candidate will have a strong background in client acquisition and relationship management, with at least 2 years of experience in a Financial Advisor role. This role focuses on delivering personalized investment solutions and financial coaching, while leveraging digital innovations to enhance client satisfaction. Competitive salary and benefits offered.