Private Digital-Forward Wealth Advisor
JPMorganChase
14 days+
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Benefits offered by this job
Job summary
A leading financial services firm in Texas seeks a Private Client Advisor to provide comprehensive financial planning and support for clients. This role involves cultivating strong relationships, offering personalized investment solutions, and educating clients about services. Candidates must have at least 2 years in a Financial Advisor role and possess relevant licenses. The firm values diversity and offers a competitive rewards package along with numerous employee benefits.
Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition and maintaining relationships.
- A valid and active Series 7 license is required.
- A valid and active Life, Health and Long Term Care Insurance license is required.
Responsibilities
- Support teammates’ success while fostering a culture of diversity.
- Build a book of business with personalized investment solutions.
- Educate clients on technology and investment management.
- Provide holistic financial coaching beyond just investments.
Skills
Client acquisition
Relationship management
Financial market understanding
Investment solutions
Digital confidence education
Education
Bachelor's degree
Tools
Series 7 license
Series 66 license
Life insurance license
Job description
A leading financial services firm in Texas seeks a Private Client Advisor to provide comprehensive financial planning and support for clients. This role involves cultivating strong relationships, offering personalized investment solutions, and educating clients about services. Candidates must have at least 2 years in a Financial Advisor role and possess relevant licenses. The firm values diversity and offers a competitive rewards package along with numerous employee benefits.
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