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Hybrid Wealth Advisor: Personal Financial Planning

Job in Plano, Collin County, Texas, 75086, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Personal Advisor to create custom financial plans for clients. You'll engage with clients primarily via video or phone, providing tailored investment portfolio advice. Ideal candidates will hold relevant financial licenses and have at least 3 years of experience in financial services.

This role offers a competitive rewards package and operates in a hybrid work environment.
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