Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Advisor: Wealth Strategy & Relationships

JPMorgan Chase & Co.

A global financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. In this role, you will cultivate client relationships and offer advice across a diverse client base, enhancing their financial journeys. Candidates should have at least 2 years of relevant experience and various financial licenses. This opportunity promotes a commitment to diversity and aims to educate clients on investment options. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Client Advisor: Wealth Strategy & Relationships in Lewisville, TX vacancy
  • A leading financial services firm is looking for a Private Client Advisor in Coppell, Texas. The role focuses on offering comprehensive financial...  ...2 years of advisory experience, proven success in client relationships, and must obtain necessary financial licenses. This... 
    Private client

    JPMorgan Chase & Co.

    Coppell, TX
    4 days ago
  • A leading financial services firm is seeking a Private Client Advisor in Carrollton, Texas. You will provide personalized financial planning and guidance to clients, emphasizing relationship management over portfolio management. Successful applicants will have at least... 
    Private client

    JPMorgan Chase & Co.

    Carrollton, TX
    4 days ago
  • A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role involves building relationships, delivering personalized investment solutions, and educating clients on financial technology... 
    Private client

    JPMorgan Chase & Co.

    Coppell, TX
    2 days ago
  • J.P. Morgan Chase is seeking a Financial Advisor in Carrollton, Texas to provide personalized investment solutions. The ideal candidate...  ...Bachelor's degree is preferred, along with a commitment to client relationship management. The role offers a competitive total rewards... 
    Private client

    Fairygodboss

    Carrollton, TX
    1 day ago
  •  ...Morgan Chase, we are passionate about helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while...  ..., and Skills At least 2 years in a Financial Advisor role or equivalent financial services experience.... 
    Private client

    Fairygodboss

    Carrollton, TX
    1 day ago
  •  ...We are seeking a Wealth Advisor to join a rapidly growing, high-performance...  ...management firm supporting clients in the $1M+ range. This role blends financial planning, relationship management, and business...  ...to support client strategy, planning, and ongoing relationship... 
    Full time
    Work at office

    Windward Recruiting

    Flower Mound, TX
    1 day ago
  • $65k - $125k

    Wealth Management Advisor (Servicing Advisor) Role Overview In this role, you will serve as the primary relationship manager for an established book of clients, delivering a high-touch, white-glove experience...  ...members to execute client strategies Ensure a high level of... 
    Full time
    Work at office

    Garry Executive Search

    Flower Mound, TX
    3 days ago
  • A leading financial services firm is seeking a Private Client Advisor in Carrollton, Texas. This role involves offering comprehensive financial...  ...planning and investment solutions to clients, focusing on relationship management. Candidates must have at least 2 years of... 
    Private client

    JPMorganChase

    Carrollton, TX
    1 day ago
  •  ...financial services firm in Lewisville, Texas is seeking a Private Client Advisor to deliver personalized investment solutions to clients while...  ...Series 7 and 66 licenses. This role emphasizes building relationships and providing financial planning, emphasizing a commitment... 
    Private client

    JPMorganChase

    Lewisville, TX
    2 days ago
  •  ...financial institution based in Coppell, Texas, is seeking a Private Client Advisor. In this role, you will provide comprehensive financial...  ...advice and solutions to clients, focusing on building strong relationships and delivering exceptional customer service. The ideal... 
    Private client

    JPMorganChase

    Coppell, TX
    3 days ago
  • A leading financial services firm in Texas is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You...  ...investment journey. The ideal candidate should possess strong relationship-building skills, a valid Series 7 license, and at least 2... 
    Private client

    JPMorganChase

    Argyle, TX
    23 hours ago
  •  ...Development Officer (BDO) to help expand our Wealth Management and Trust Services platform....  ...bank products through both self-sourced relationships and internal partnerships. This is an...  ...on revenue growth. • Generate new client relationships across investment management... 
    Remote work

    Herring Bank

    Lewisville, TX
    1 day ago
  •  ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer...  ...to meet their financial needs.  As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... 
    Private client

    JPMorgan Chase & Co.

    Argyle, TX
    more than 2 months ago
  •  ...health insurance experience a plusRisk Strategies is the 9th largest privately held US brokerage firm offering comprehensive...  ...& casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty... 
    Private client

    Risk Strategies

    Grapevine, TX
    4 days ago
  •  ...Wealth Advisory Manager Since 2004, BakerAvenue has guided clients through personal and professional transitions...  ...is driven by the relationships we form with our colleagues...  ...supporting Wealth Advisors by providing...  ...financial plan and portfolio strategy. Oversee and... 
    Work at office
    Local area
    Immediate start

    BakerAvenue Wealth Management

    Southlake, TX
    23 hours ago
  •  ...BakerAvenue has guided clients through personal and...  ...provides comprehensive wealth management and investment...  ...is driven by the relationships we form with our colleagues...  ...are seeking a Wealth Advisor, Managing Director....  ...financial plan and portfolio strategy Prepare customized... 
    Work at office
    Local area
    Immediate start

    BakerAvenue

    Southlake, TX
    4 days ago
  •  ...and ensuring adherence to client requirements and...  ...Develop and help manage client relationships and ensure an excellent experience...  ...be a plus) Risk Strategies is the 9th largest privately held U.S. brokerage firm...  ...services and financial & wealth solutions. With more than... 
    Private client
    Work at office

    Risk Strategies

    Grapevine, TX
    23 hours ago
  •  ...Private Banking Officer II It's about caring...  ...fostering long-standing relationships with affluent market clients, supporting...  ...the customer's other advisors, like attorneys and...  ...-call planning and strategy review Monitor and...  ...designation Certified Wealth Strategist... 
    Work experience placement

    Cullen/Frost Bankers

    Flower Mound, TX
    4 days ago
  • $150 per hour

     ...We seek to partner with our clients to create meaningful experiences...  ...McAdams’ 2026 Energy থেকেই Strategy , driving revenue expansion,...  ...for both public and private sector clients. The ideal candidate...  ...network of established relationships , and a proven track record... 
    Private client
    Contract work
    Work at office

    McAdams

    Lewisville, TX
    2 days ago
  •  ...-DAL Areas of Interest: Relationship Management; Finance; New Graduate...  ..., Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates...  ...in the best interest of our clients and the communities we serve...  .... Works closely with Wealth Advisors, Investment Advisors, Trust... 
    Private client
    Work experience placement
    Work at office
    Local area

    BOK Financial

    Addison, TX
    23 hours ago
  •  ...discipline required; MBA preferred. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering...  ...& casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty... 
    Private client
    Work at office
    Relocation

    Risk Strategies

    Grapevine, TX
    2 days ago
  • $140k - $180k

     ...per year A bit about us: Our client has been recognized as one of the “Best...  ...to our clients, including wealth preservation strategies, estate planning, and entity structuring...  ...services to our clients. 5. Manage relationships with clients, including regular communication... 
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week

    Jobot

    Carrollton, TX
    -2
  •  ...Posted on 05/20/2026 Job Title: Customer Relationship Associate Location: Grapevine, Texas Job Type: Full Time Company Overview Our client is a growing transportation brokerage....  ...ideal candidate understands freight pricing strategy, carrier coordination, transportation... 
    Full time
    Work at office

    Atalnt Llc

    Grapevine, TX
    3 days ago
  •  ...leading financial services provider is seeking a Financial Advisor for the Advisor Development Program in Southlake, Texas. In this role, you will work with high-net-worth clients to identify needs, develop relationships, and provide investment recommendations. Candidates... 
    Work at office

    Bank of America

    Southlake, TX
    3 days ago
  •  ...Leadership teams to ensure all client-facing materials are accurate...  ..., and aligned with company strategy. This position combines expertise...  ...is the 9th largest privately held U.S. brokerage firm offering...  ...services and financial & wealth solutions. With more than 30... 
    Private client
    Work at office

    Risk Strategies

    Grapevine, TX
    2 days ago
  • Client Operations Enrollment & Waiver Analyst Join to apply for the...  ...Waiver Analyst role at Risk Strategies Company Overview This...  ...Strategies is the 9th largest privately held U.S. brokerage firm offering...  ...consulting services and financial & wealth solutions. With more than 30... 
    Private client
    Full time

    Risk Strategies Company

    Grapevine, TX
    1 day ago
  •  ...Description Job Description GDS Wealth Management invites you to join our dynamic team as a Financial Advisors as we continue to expand and empower clients in their pursuit of financial...  ...advisor will establish new client relationships in addition to providing advisory... 
    Full time
    Monday to Friday

    GDS Wealth Management

    Flower Mound, TX
    more than 2 months ago
  • $136k - $200k

     ...serves a broad range of public- and private-sector clients, including federal agencies, defense,...  ...supports the firm's long-term growth strategy through technical excellence, informed...  ...Project Manager to lead high-value client relationships and complex architectural and... 
    Private client
    Ongoing contract
    Temporary work
    Work at office
    Local area
    Overseas
    Flexible hours
    2 days per week

    Michael Baker International

    Farmers Branch, TX
    3 days ago
  • A leading financial institution in Texas is seeking a Private Banking Officer II to manage affluent client relationships and drive new business. The ideal candidate will have 5+ years of experience in the financial industry and strong sales skills. This role requires the... 

    Frost Bank

    Flower Mound, TX
    1 day ago
  • Our client is one of the fastest-growing RIAs in North Texas and...  ...is continuing to expand their advisor team. They are seeking Financial...  ...focus on building new client relationships while delivering...  ...support complex client cases, strategy discussions, and ongoing service... 
    Full time

    Madison Professional Group

    Flower Mound, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Advisor: Wealth Strategy & Relationships. Be the first to apply!