Private Client Advisor: Wealth Strategy & Relationships

JPMorgan Chase & Co.; Lewisville (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

A global financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. In this role, you will cultivate client relationships and offer advice across a diverse client base, enhancing their financial journeys. Candidates should have at least 2 years of relevant experience and various financial licenses. This opportunity promotes a commitment to diversity and aims to educate clients on investment options.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• A valid Series 7 and Series 66 licenses are required.

Responsibilities

• Champion teammates’ success while fostering a culture of diversity.
• Build a book of business delivering personalized solutions.
• Demonstrate understanding of financial markets for client guidance.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Integrity

Financial coaching

Education

Bachelor's degree preferred

Certified Financial Planning (CFP®) certification

Tools

Series 7

Series 66

Life, Health and Long Term Care Insurance license

Job description

A global financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. In this role, you will cultivate client relationships and offer advice across a diverse client base, enhancing their financial journeys. Candidates should have at least 2 years of relevant experience and various financial licenses. This opportunity promotes a commitment to diversity and aims to educate clients on investment options.