J.P. Morgan Wealth Management – Private Client Advisor - Allen, TX

What you’d do

Provide personalized investment advice and financial coaching to clients, focusing on relationship management and client acquisition. Work full time in Allen, TX, supporting teammates and embracing digital tools to enhance client experience. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• At least 2 years in a Financial Advisor role or equivalent
• Success in client acquisition and relationship management
• Commitment to goals-based planning and advice
• Valid and active Series 7 license