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Private Client Advisor: Wealth & Relationship Expert
Job in
Carrollton, Dallas County, Texas, 75011, USA
Listed on 2026-05-31
Listing for:
Chase
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Chase is looking for a Private Client Advisor in Carrollton, Texas, to provide financial planning and advice tailored to clients’ needs. You will build strong client relationships, emphasizing integrity and personalized solutions while leveraging digital tools.
The ideal candidate has at least 2 years of experience in a financial advisory role along with necessary licenses. Preferred qualifications include a CFP certification and a Bachelor's degree. Join Chase to impact clients' financial journeys positively.
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