Wealth Advisor for Private Clients & Planning

JPMorgan Chase; Arlington (TX); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Arlington, Texas is seeking a Private Client Advisor. You will provide comprehensive financial planning and advice to clients, ranging from beginners to high-net-worth individuals. Responsibilities include delivering personalized investment solutions and building client relationships. The ideal candidate will have a background in financial advising, strong integrity, and the relevant licenses. Competitive salary and benefits offered.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.
• Educate clients on technology and channels for their investments.

Skills

Financial advising

Client relationship management

Financial planning

Integrity

Client education

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Arlington, Texas is seeking a Private Client Advisor. You will provide comprehensive financial planning and advice to clients, ranging from beginners to high-net-worth individuals. Responsibilities include delivering personalized investment solutions and building client relationships. The ideal candidate will have a background in financial advising, strong integrity, and the relevant licenses. Competitive salary and benefits offered.