Private Wealth Advisor - Client Growth & Planning

Fairygodboss; Humble (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 Chase Wealth Management to offer comprehensive financial planning to clients in Texas. The role focuses on building relationships and delivering personalized investment solutions while embracing digital innovations and maintaining a deep understanding of financial markets.

The ideal candidate should have a minimum of 2 years of experience in financial advisory, possess necessary licenses, and demonstrate commitment to client coaching and goal-setting. A competitive rewards package is included.

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 meet goals-based planning and advice requirements.

Responsibilities

• Champion and support your team's success and goals of the bank.
• Build a personalized investment solutions book of business.
• Understand financial markets and business judgment.

Skills

Client relationship management

Financial planning

Digital confidence education

Investment solution delivery

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Financial services licenses (Series 7, Series 66)

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning to clients in Texas. The role focuses on building relationships and delivering personalized investment solutions while embracing digital innovations and maintaining a deep understanding of financial markets.

The ideal candidate should have a minimum of 2 years of experience in financial advisory, possess necessary licenses, and demonstrate commitment to client coaching and goal-setting. A competitive rewards package is included.