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Wealth Management Financial Advisor

Senior Investment Specialist & Private Wealth Director

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading global financial services firm is seeking an experienced Investment Specialist to help deepen client relationships and provide tailored investment solutions. You will conduct investment reviews, develop policy statements, and coordinate sales efforts among advisors. The ideal candidate will have at least seven years in Private Banking, hold required licenses, and possess a strong understanding of wealth management. If you're ready to challenge yourself, this role offers a great opportunity.
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Position Requirements
10+ Years work experience
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