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Wealth Advisor - Holistic, Client-First Planning

Aumni

J.P. Morgan Chase in Dallas, Texas, is looking for a Private Client Advisor to offer tailored financial planning and investment advice. This role requires at least two years of financial advisory experience and a strong ability to build client relationships. The advisor will be integral in offering personalized solutions and educating clients on digital tools for better investment management. A valid Series 7 and Series 66 license are mandatory, and the position offers a comprehensive benefits package alongside competitive compensation. #J-18808-Ljbffr

Vacancy posted 4 days ago
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