Wealth Advisor Private Clients & Planning
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-02-18
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Dallas is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will have at least 2 years of experience in a financial advisor role, demonstrating success in client acquisition and relationship management. Responsibilities include building a book of business, fostering a culture of diversity, and delivering personalized solutions.
This role requires relevant financial licenses and offers a competitive total rewards package including health care coverage and retirement plans.
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