Wealth Advisor for Private Clients

Posted 12 days ago

twinthreadGrand Prairie (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Mid

About the role

Chase Wealth Management is seeking a Private Client Advisor in Grand Prairie, Texas, to offer comprehensive financial planning. The role focuses on building relationships with clients by delivering personalized investment solutions and providing exceptional service. Ideal candidates will have at least two years of experience as a Financial Advisor, a Series 7 license, and a commitment to educating clients. Join us to contribute to our diverse and inclusive culture while advancing your career. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.