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Financial Consultant Financial Advisor Wealth Management

Private Client Advisor - Holistic Wealth Planning

Job in Omaha, Douglas County, Nebraska, 68197, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Omaha is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions for clients. This role emphasizes relationship management and client education on available digital tools. The ideal candidate has a minimum of 2 years in a financial advisory role, holds a Series 7 license, and is committed to fostering a diverse and inclusive environment.

Competitive compensation and benefits are offered, including health coverage and a retirement plan.
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