Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services firm in Dallas is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions to individuals and families. You will build strong client relationships while embracing digital innovations to enhance their banking experience. The ideal candidate has at least 2 years of experience in financial advising, relevant licenses, and a passion for client education. This role promises a unique opportunity to impact clients' financial journeys positively.

Qualifications

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

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Champion and support teammates' success and foster diversity.
• Educate clients on technology for managing their investments.

Skills

Client acquisition

Relationship management

Financial coaching

Investment solutions

Digital confidence

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Dallas is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions to individuals and families. You will build strong client relationships while embracing digital innovations to enhance their banking experience. The ideal candidate has at least 2 years of experience in financial advising, relevant licenses, and a passion for client education. This role promises a unique opportunity to impact clients' financial journeys positively.