Wealth Advisor, Private Client & Planning

JPMorganChase; Carrollton (TX); Hybrid; USD 80,000 - 100,000; 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 is seeking a Private Client Advisor in Carrollton, Texas. This role involves offering comprehensive financial planning and investment solutions to clients, focusing on relationship management. Candidates must have at least 2 years of experience in a financial advisory role, possess valid licenses, and demonstrate strong client acquisition skills. The position offers a competitive rewards package, emphasizing diversity and inclusion within the workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 license required.
• Valid and active Series 66 (63/65) license required within 60 days.

Responsibilities

• Offer comprehensive financial planning and advice to individuals and families.
• Build and manage a book of business with personalized investment solutions.
• Educate clients on digital channels for investment monitoring.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Educating clients

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Digital technology

Job description

A leading financial services firm is seeking a Private Client Advisor in Carrollton, Texas. This role involves offering comprehensive financial planning and investment solutions to clients, focusing on relationship management. Candidates must have at least 2 years of experience in a financial advisory role, possess valid licenses, and demonstrate strong client acquisition skills. The position offers a competitive rewards package, emphasizing diversity and inclusion within the workplace.