Senior Private Wealth Investment Advisor
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-09-09
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
JPMorgan Chase & Co. in Dallas seeks an Investment Specialist to support bankers in winning new clients and deepening relationships by advising on investment solutions.
Responsibilities include investment reviews, asset allocation recommendations, policy statement preparation, and sales coordination with wealth teams. Requires Series 7/66 and insurance licenses within 90 days, a Bachelor's degree, MBA or CFA preferred, and 7+ years’ private banking experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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