Private Client Advisor - Holistic Wealth Planning

JPMorganChase; Tyler (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm in Tyler, Texas, is seeking a Private Client Advisor to provide comprehensive financial planning. The ideal candidate will have at least 2 years of experience as a Financial Advisor and a strong track record in client relationship management. You will support clients with tailored investment solutions while fostering team success in a diverse and inclusive environment. The role offers competitive compensation and robust employee benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Proven success in client relationship management.
• Ability and commitment to goal-based planning.

Responsibilities

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

Skills

Client acquisition

Relationship-building

Financial market understanding

Integrity

Digital confidence

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP®) certification is preferred

Tools

Financial Planning Software

Job description

A leading financial services firm in Tyler, Texas, is seeking a Private Client Advisor to provide comprehensive financial planning. The ideal candidate will have at least 2 years of experience as a Financial Advisor and a strong track record in client relationship management. You will support clients with tailored investment solutions while fostering team success in a diverse and inclusive environment. The role offers competitive compensation and robust employee benefits.