Wealth Advisor, Private Client & Planning

JPMorganChase; Lewisville (TX); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A major financial services firm in Lewisville, Texas is seeking a Private Client Advisor to deliver personalized investment solutions to clients while supporting teammates and fostering a culture of diversity. The ideal candidate will have at least 2 years of financial services experience and must hold Series 7 and 66 licenses. This role emphasizes building relationships and providing financial planning, emphasizing a commitment to client satisfaction and financial goals. Competitive compensation and comprehensive benefits are offered.

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

• Build a book of business with personalized investment solutions.
• Champion success and goals of teammates.
• Educate clients on available technology for investments.

Skills

Client acquisition

Relationship management

Financial planning

Sales communication

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health & Long Term Care Insurance license

Job description

A major financial services firm in Lewisville, Texas is seeking a Private Client Advisor to deliver personalized investment solutions to clients while supporting teammates and fostering a culture of diversity. The ideal candidate will have at least 2 years of financial services experience and must hold Series 7 and 66 licenses. This role emphasizes building relationships and providing financial planning, emphasizing a commitment to client satisfaction and financial goals. Competitive compensation and comprehensive benefits are offered.