Wealth Advisor, Private Client & Planning

JPMorganChase; Coppell (TX); On-site; USD 85,000 - 160,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution based in Coppell, Texas, is seeking a Private Client Advisor. In this role, you will provide comprehensive financial advice and solutions to clients, focusing on building strong relationships and delivering exceptional customer service. The ideal candidate has at least 2 years of financial advisory experience, holds relevant licenses including Series 7, and has a passion for client education. A competitive rewards package is offered, showcasing our commitment to diversity and inclusion.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Educate clients on available technology and channels.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Education

Bachelor's degree preferred

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial institution based in Coppell, Texas, is seeking a Private Client Advisor. In this role, you will provide comprehensive financial advice and solutions to clients, focusing on building strong relationships and delivering exceptional customer service. The ideal candidate has at least 2 years of financial advisory experience, holds relevant licenses including Series 7, and has a passion for client education. A competitive rewards package is offered, showcasing our commitment to diversity and inclusion.