Senior Private Wealth Investment Advisor
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
The Senior Private Wealth Investment Advisor position in the Finance, Sales field is open for applications.
This opportunity is for the Senior Private Wealth Investment Advisor role at JPMorgan Chase & Co.
We are seeking a motivated Senior Private Wealth Investment Advisor to join JPMorgan Chase & Co. in Dallas, TX, United States.
Consider building your career as a Senior Private Wealth Investment Advisor at JPMorgan Chase & Co.
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