Private Client Advisor - Holistic Wealth Planning

JPMorganChase; Frisco (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

Backup childcare

Job summary

A leading financial services firm is seeking a Private Client Advisor to provide personalized financial planning and advice to clients from various wealth backgrounds. The ideal candidate will have at least 2 years in a financial advisory role, complemented by key licenses and a passion for client education and relationship management. Embracing digital innovations to empower clients is essential. This position offers a robust rewards package along with a commitment to diversity and inclusion.

Qualifications

• Minimum of 2 years experience in a Financial Advisor role or similar.
• Active Series 7 and Series 66 licenses required (or to be obtained).
• Active Life, Health and Long Term Care Insurance license required (or to be obtained).

Responsibilities

• Support teammates' success and bank goals, fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment options.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity and ethics

Client education

Digital innovation

Education

Bachelor's degree preferred

CFP® certification preferred

Tools

Investment products knowledge

Financial planning software

Job description

A leading financial services firm is seeking a Private Client Advisor to provide personalized financial planning and advice to clients from various wealth backgrounds. The ideal candidate will have at least 2 years in a financial advisory role, complemented by key licenses and a passion for client education and relationship management. Embracing digital innovations to empower clients is essential. This position offers a robust rewards package along with a commitment to diversity and inclusion.