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Financial Consultant Financial Advisor

VP, Private Wealth Investment Strategist

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
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Dallas is seeking an experienced Investment Specialist to drive client engagement and deliver tailored investment solutions. The ideal candidate will hold a Bachelor's degree, possess Series 7, 66, and Insurance licenses, and have over seven years in Private Banking or Financial Services. The role includes conducting investment reviews, developing investment strategies, and supporting sales efforts in a collaborative environment.
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