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Private Wealth Advisor — Holistic Planning
Job in
Smyrna, Rutherford County, Tennessee, 37167, USA
Listed on 2026-01-01
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Smyrna, Tennessee is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients.
Your role involves building strong client relationships and offering tailored advice to meet their financial needs. To qualify, you should have at least 2 years of experience in a financial advisor role, active Series 7 and Series 66 licenses, and demonstrate strong leadership and integrity. The company offers a competitive total rewards package inclusive of various employee benefits.
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