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Private Wealth Advisor: Relationship-Driven & Digital-First
Job in
Allen, Collin County, Texas, 75013, USA
Listed on 2026-06-19
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
JPMorgan Chase in Allen, Texas, is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. Responsibilities include building relationships, delivering exceptional client service, and demonstrating a deep understanding of financial markets.
The ideal candidate will have at least 2 years of experience in a financial advisor role, possessing licenses such as Series 7 and Series 66. A bachelor's degree and CFP certification are preferred.
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