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Private Wealth Advisor — Holistic Planning & Growth
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-06-03
Listing for:
JPMorganChase
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
JPMorgan
Chase in Plano, Texas is seeking a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and investment solutions to clients ranging from first-time savers to high-net-worth individuals. The role demands excellent relationship management skills, a strong understanding of financial markets, and compliance with multiple licensing requirements.
This position requires at least 2 years of financial advisory experience, a valid Series 7 and Series 66 license, and a passion for helping clients navigate their financial journeys. A Bachelor's degree and CFP certification are preferred.
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