Private Client Advisor - Holistic Wealth Planning

JPMorganChase; Garland (TX); On-site; USD 80,000 - 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 Garland, Texas is seeking a Private Client Advisor to deliver personalized investment solutions and provide comprehensive financial planning to clients. The ideal candidate will have a minimum of 2 years of financial advisory experience, outstanding relationship-building skills, and must hold valid Series 7 and 66 licenses. This role focuses on client education and fostering strong, long-term relationships with clients while embracing digital innovations.

Qualifications

• Minimum 2 years of experience in a Financial Advisor role or equivalent.
• Strong capability in client acquisition and relationship maintenance.
• Valid and active Series 7 license required.

Responsibilities

• Build and manage a book of business with personalized investment solutions.
• Educate clients on technology and investment options available to them.
• Understand clients' needs for a holistic financial planning experience.

Skills

Financial advising

Client relationship management

Investment knowledge

Technological proficiency

Education

Bachelor's degree

CFP® certification

Job description

A leading financial services firm in Garland, Texas is seeking a Private Client Advisor to deliver personalized investment solutions and provide comprehensive financial planning to clients. The ideal candidate will have a minimum of 2 years of financial advisory experience, outstanding relationship-building skills, and must hold valid Series 7 and 66 licenses. This role focuses on client education and fostering strong, long-term relationships with clients while embracing digital innovations.