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Private Client Advisor: Wealth Strategy & Relationships

Job in Carrollton, Dallas County, Texas, 75011, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-06-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Financial Services
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 seeking a Private Client Advisor in Carrollton, Texas. You will provide personalized financial planning and guidance to clients, emphasizing relationship management over portfolio management. Successful applicants will have at least 2 years of financial advisory experience, possess relevant licenses, and demonstrate a commitment to client education. The ideal candidate embraces digital tools to enhance the client experience.

This role offers an opportunity to make a positive impact on clients' financial well-being.
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