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Private Client Wealth Advisor — Holistic Financial Planning
Job in
Lewisville, Denton County, Texas, 75029, USA
Listed on 2026-06-27
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
JPMorgan Chase is seeking a Private Client Advisor in Lewisville, Texas, to provide comprehensive financial planning and advice to individuals and families. Your role will focus on building client relationships and delivering tailored investment solutions.
The ideal candidate will have at least 2 years of experience in a Financial Advisor role, a Series 7 license, and a commitment to client success. A Bachelor's degree and CFP certification are preferred. This position emphasizes strong interpersonal skills and a dedication to diversity in the workplace.
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