Private Wealth Advisor - Client Growth & Planning

JPMorgan Chase; College Station (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking a Private Client Advisor in College Station, Texas, responsible for offering comprehensive financial planning and advice. You will support a variety of clients, from those just starting to save to high-net-worth individuals, by building relationships and providing personalized investment solutions.

This role requires at least 2 years of Financial Advisor experience along with necessary financial licenses. We offer a competitive rewards package including salary, commissions, and comprehensive benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support team success while fostering a diverse culture.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels for managing investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Digital confidence

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Financial markets knowledge

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

Fairygodboss is seeking a Private Client Advisor in College Station, Texas, responsible for offering comprehensive financial planning and advice. You will support a variety of clients, from those just starting to save to high-net-worth individuals, by building relationships and providing personalized investment solutions.

This role requires at least 2 years of Financial Advisor experience along with necessary financial licenses. We offer a competitive rewards package including salary, commissions, and comprehensive benefits.