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Financial Consultant

Private Client Advisor - Wealth Planning & Digital Solutions

Job in Lubbock, Lubbock County, Texas, 79430, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
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 Lubbock, Texas, seeks an experienced Private Client Advisor to provide comprehensive financial advice and planning for clients. The ideal candidate will demonstrate expertise in client acquisition, relationship management, and possess necessary qualifications such as a Series 7 and Series 66 licenses. The role focuses on cultivating strong client relationships and delivering personalized investment solutions tailored to client needs, all while promoting a culture of diversity and inclusion.
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