Wealth Advisor for Private Clients

TwinThread; Grand Prairie (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Commission-based pay

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

Chase Wealth Management is seeking a Private Client Advisor in Grand Prairie, Texas, to offer comprehensive financial planning. The role focuses on building relationships with clients by delivering personalized investment solutions and providing exceptional service.

Ideal candidates will have at least two years of experience as a Financial Advisor, a Series 7 license, and a commitment to educating clients. Join us to contribute to our diverse and inclusive culture while advancing your career.

Qualifications

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

Responsibilities

• Provide personalized investment solutions to clients.
• Support teammates’ success and bank goals.
• Educate clients on digital tools for better investment management.

Skills

Client relationship management

Financial advisory

Goal-based planning

Investment solutions

Education

Bachelor's degree preferred

CFP® certification preferred

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Chase Wealth Management is seeking a Private Client Advisor in Grand Prairie, Texas, to offer comprehensive financial planning. The role focuses on building relationships with clients by delivering personalized investment solutions and providing exceptional service.

Ideal candidates will have at least two years of experience as a Financial Advisor, a Series 7 license, and a commitment to educating clients. Join us to contribute to our diverse and inclusive culture while advancing your career.