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Private Wealth Advisor — Holistic Planning
Job in
Prosper, Collin County, Texas, 75078, USA
Listed on 2026-01-02
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-02
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 investment solutions to a diverse client base. The role emphasizes relationship management rather than portfolio management. Candidates should possess at least 2 years of experience in a Financial Advisor role, valid financial licenses, and exhibit strong client acquisition skills. The firm offers a competitive rewards package including comprehensive health coverage and career development opportunities.
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