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Private Wealth Advisor — Holistic Planning
Job in
College Station, Brazos County, Texas, 77840, USA
Listed on 2026-01-09
Listing for:
JPMorganChase
Full Time
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in College Station, Texas is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You'll support a diverse range of clients, helping them manage investments and financial needs while fostering relationships. The ideal candidate has at least 2 years of experience in financial advisory roles, holds a Series 7 and Series 66 license, and is passionate about educating clients on investment opportunities.
Competitive salary and benefits offered.
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