JPMorganChase

Lewisville / Global

Wealth Advisor, Private Client & Planning

$75.000 - $90.000

Job Summary

Salary Range:: $75.000 - $90.000

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Job Description

A major financial services firm in Lewisville, Texas is seeking a Private Client Advisor to deliver personalized investment solutions to clients while supporting teammates and fostering a culture of diversity. The ideal candidate will have at least 2 years of financial services experience and must hold Series 7 and 66 licenses. This role emphasizes building relationships and providing financial planning, emphasizing a commitment to client satisfaction and financial goals. Competitive compensation and comprehensive benefits are offered.

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JPMorganChase

Wealth Advisor, Private Client & Planning

Job Summary

Job Description

Similar Opportunities

JPMorganChase