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Private Client Advisor, Wealth Planning & Relationships

Job in McKinney, Collin County, Texas, 75069, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is looking for a Private Client Advisor in McKinney, Texas. In this role, you will provide comprehensive financial planning and advice to clients, supporting their financial needs from initial savings to managing significant wealth. Responsibilities include building client relationships and offering personalized investment solutions, while fostering a culture of diversity. A valid Series 7 and 66 license, as well as a minimum of 2 years of relevant experience, are required.
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