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Private Wealth Advisor - Holistic Client Guidance

Job in Laredo, Webb County, Texas, 78045, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Laredo, TX is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. This role requires strong client relationship management and an understanding of financial markets. Candidates should hold valid licenses including Series 7 and Series 66. The position offers a competitive salary and extensive benefits, emphasizing diversity and customer focus.
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