Private Client Advisor - Holistic Wealth Planning
Job in
Colleyville, Tarrant County, Texas, 76034, USA
Listed on 2026-01-22
Listing for:
JPMorganChase
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to clients. The ideal candidate will have at least 2 years in a financial advisory role and the required licenses, including Series 7 and Series 66. This role emphasizes client relationship management and fostering diversity while utilizing digital innovations to enhance client experiences.
Competitive compensation and comprehensive benefits are offered.
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