Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.; Garland (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Private Client Advisor to deliver personalized investment solutions and support diverse client needs. You will leverage your financial expertise to foster deep client relationships and educate clients on technology for investment management. Successful candidates will have at least 2 years of experience in financial services, possess relevant licenses, and champion a culture of inclusion. This position offers a unique opportunity to impact clients' financial futures.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Ability to integrate with key partners and commit to goals-based planning.

Responsibilities

• Support team success and foster a culture of diversity.
• Deliver personalized investment solutions to clients.
• Educate clients on technology and investment management.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Digital innovation

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Job description

A leading financial institution is seeking a Private Client Advisor to deliver personalized investment solutions and support diverse client needs. You will leverage your financial expertise to foster deep client relationships and educate clients on technology for investment management. Successful candidates will have at least 2 years of experience in financial services, possess relevant licenses, and champion a culture of inclusion. This position offers a unique opportunity to impact clients' financial futures.