Private Client Advisor - Holistic Wealth Planning

JPMorganChase; Plano (TX); On-site; USD 90,000 - 150,000; 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 Plano, Texas is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse range of clients. You will build strong client relationships, deliver personalized investment solutions, and utilize technology to enhance client interactions. The ideal candidate will have significant experience in financial services, strong relationship management skills, and the necessary financial licenses. This role offers a competitive compensation package and opportunities for growth within the firm.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability to achieve client acquisition and maintain relationships.
• A valid and active Series 7 license is required.

Responsibilities

• Develop personalized investment solutions for clients.
• Support teammates and build a book of business.
• Educate clients on investment technology and products.

Skills

Client acquisition

Relationship management

Financial planning

Understanding financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Financial advisory tools

Job description

A leading financial services firm in Plano, Texas is seeking a Private Client Advisor to provide comprehensive financial planning and advice to a diverse range of clients. You will build strong client relationships, deliver personalized investment solutions, and utilize technology to enhance client interactions. The ideal candidate will have significant experience in financial services, strong relationship management skills, and the necessary financial licenses. This role offers a competitive compensation package and opportunities for growth within the firm.