Wealth & Relationship Advisor for Private Clients
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-08-02
Listing for:
Fairygodboss
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
J.P. Morgan Chase in the Chase Wealth Management division is seeking a Private Client Advisor to deliver comprehensive financial planning and wealth guidance to individuals and families.
You will build trusted relationships, provide advised solutions, and collaborate with partners to deepen client connections. Required qualifications include at least 2 years in a financial advisory role, strong client acquisition skills, and active Series 7 and Series 66 licenses;
Life, Health and LTC licenses
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