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Client advisor Jobs in Allen, TX

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Client advisor • allen tx

Last updated: 4 days ago

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

ChasePlano, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

Financial Advisor

Ameriprise FinancialPlano, TX, United States
Full-time

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal r...Show more

Client Advisor, Armani Outlet Allen

Armani GroupAllen TX
Full-time

Client Advisor | Armani Outlet, Allen | Full-Time.As an associate with Giorgio Armani Corporation, you will be part of a.As a Client Advisor, you will assist in the execution of.Your daily presence...Show more

Client Advocate

Data Analysis Inc.Plano, TX, United States
Full-time

Founded in 1973, O'Neil Digital Solutions (ODS) is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for a multitude of business verticals...Show more

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

JPMorgan ChasePlano, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

Financial Advisor

First National of NebraskaPlano, TX, United States
Full-time

At FNBO, our employees are the heart of our storyand we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.The Fi...Show more

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

JPMorgan Chase & Co.McKinney, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

Mortgage Advisor

The EMAC GroupAllen, TX, United States
Full-time

Our client is an independent mortgage banker, seeking a Senior Mortgage Advisor to expand the five county market.The successful candidate will partner with the company's regional leadership that ha...Show more

PT Client Advisor - Legacy West

Tiffany & Co.Plano, TX, United States
Full-time

We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.We ex...Show more

Financial Advisor

Edward JonesMckinney, TX, United States
Full-time

Join a financial services firm where your contributions are valued.Edward Jones is a Fortune 500 company where people come first.With over 9 million clients and 20,000 financial advisors across the...Show more

Communications Advisor

FedExPlano, Texas, US
Full-time

Under minimal supervision plans, develops, implements and evaluates effective large communication efforts including strategy development, content determination, creative direction, research, writin...Show more

Parts Advisor

Ewing Automotive GroupPlano, TX, United States
Full-time

Job Category: Parts Requisition Number: PARTS001358.Ewing Buick GMC 6425 Dallas Pkwy Plano, TX 75093, USA.Looking up parts for wholesale or technicians.Staying current with special order parts.Dete...Show more

Beauty Advisor

European Wax CenterMcKinney, TX, US
Full-time +1

LOVE TO HELP OTHERS LOOK AND FEEL GORGEOUS? JOIN OUR TEAM!.Are you passionate about people and beauty? Are you naturally confident and outgoing? Does the idea of earning excellent commission drive ...Show more

Client Advisor - Legacy West

Tiffany & Co.Plano, TX, United States
Full-time

We expect our employees to deliver the Tiffany Experience to each client and Tiffany is committed to creating an organization that recognizes and rewards excellence in service of this promise.We ex...Show more

Client Liason

Hide and Seek RecoveryPlano, TX, United States
Full-time

Ready to turn your detective instincts into a career?.HNS Recovery a family-owned powerhouse that's grown 25%+ every yearis expanding fast, and we need sharp, relentless Skip Tracers to join our Pl...Show more

Beauty Advisor

Ulta Beauty, Inc.East Plano, Texas, United States
Part-time

A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences—for true beauty enthusiasts.At Ulta Beauty, we’re transforming the world one shade, one lash...Show more

Parts Advisor

Ewing Buick GMCPlano, TX, United States
Full-time

Job Category: Parts Requisition Number: PARTS001358.Ewing Buick GMC 6425 Dallas Pkwy Plano, TX 75093, USA.Reasonable accommodations may be made to enable individuals with disabilities to perform th...Show more

Finacial Advisor

TradeJobsWorkForce75025 Plano, TX, US
Full-time

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more

 • Promoted

FINANCIAL ADVISOR

Jamie GrayemPlano, TX, United States
Full-time

Base Salary + Team Based Production Bonus + Full Benefits + Industry Leading Career Advancement Opportunities + Support.We are seeking a highly motivated, licensed, and client-focused Financial Adv...Show more

People also ask
J.P. Morgan Wealth Management Private Client Advisor - Plano, TX

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

ChasePlano, TX, United States
30+ days ago
Job type
  • Full-time
Job description

Private Client Advisor

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.