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Wealth Advisor, Private Client & Planning

Job in Coppell, Dallas County, Texas, 75019, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-04-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution based in Coppell, Texas, is seeking a Private Client Advisor. In this role, you will provide comprehensive financial advice and solutions to clients, focusing on building strong relationships and delivering exceptional customer service. The ideal candidate has at least 2 years of financial advisory experience, holds relevant licenses including Series 7, and has a passion for client education.

A competitive rewards package is offered, showcasing our commitment to diversity and inclusion.
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