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Financial Advisor Financial Advisor / Consultant Financial Sales Wealth Management

Wealth Advisor, Private Client & Planning

Job in Lewisville, Denton County, Texas, 75029, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
A major financial services firm in Lewisville, Texas is seeking a Private Client Advisor to deliver personalized investment solutions to clients while supporting teammates and fostering a culture of diversity. The ideal candidate will have at least 2 years of financial services experience and must hold Series 7 and 66 licenses. This role emphasizes building relationships and providing financial planning, emphasizing a commitment to client satisfaction and financial goals.

Competitive compensation and comprehensive benefits are offered.
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