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Financial Advisor / Consultant Wealth Management Portfolio & Asset Management

Wealth Advisor - Holistic, Client-First Planning

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Aumni
Full Time position
Listed on 2026-07-04
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
J.P. Morgan Chase in Dallas, Texas, is looking for a Private Client Advisor to offer tailored financial planning and investment advice. This role requires at least two years of financial advisory experience and a strong ability to build client relationships. The advisor will be integral in offering personalized solutions and educating clients on digital tools for better investment management. A valid Series 7 and Series 66 license are mandatory, and the position offers a comprehensive benefits package alongside competitive compensation.
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