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Private Client Wealth Advisor Planning
Job in
Lubbock, Lubbock County, Texas, 79430, USA
Listed on 2026-01-01
Listing for:
JPMorgan Chase Bank, N.A.
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and solutions. Candidates must have at least 2 years in a financial advisory role, possess necessary licenses, and demonstrate strong client acquisition and relationship management skills. The role focuses on personalizing investment solutions and educating clients on technology services. A bachelor's degree and CFP certification are preferred.
This position offers a competitive rewards package, including comprehensive health benefits.
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