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Wealth Advisor Private Clients & Planning
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-17
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to offer comprehensive financial planning and advice to clients. You will build relationships and provide personalized investment solutions while championing diversity and fostering an exceptional client experience. Candidates should have a minimum of 2 years in a Financial Advisor role with a valid Series 7 and Series 66 licenses.
A Bachelor's degree is preferred. The role includes a competitive rewards package and a range of benefits.
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