Private Client Wealth Advisor - Holistic Planning

Chase Bank

Lubbock, TX

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Customer Acquisition, Customer Relations, Customer Relationship Management (CRM), Financial Planning, Financial Services, Series 66, Series 7
LOCATION
Lubbock, TX
POSTED
Today

Chase is seeking a Private Client Advisor in Lubbock, Texas to provide comprehensive financial planning and advice. The ideal candidate has at least 2 years of financial services experience and excels in client acquisition and relationship management. You will champion teammates' success while building a book of business through personalized investment solutions. A valid Series 7 and Series 66 license are required, while a Bachelor's degree and CFP certification are preferred. The role promotes a strong focus on diversity and inclusion.#J-18808-Ljbffr

About the Company

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Chase Bank