3 client advisor jobs at 2 companies in Orange, TX
2w
Save
Mark Applied
Hide
2w
J.P. Morgan Wealth Management – Private Client Advisor - Lake Charles, LA
Lake Charles, Louisiana, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses. CFP and bachelor's degree preferred.
JPMorgan ChaseNYSE: JPM: Global financial services and investment banking firm.
2+ YOERequires 2+ years of financial advising or equivalent experience, client acquisition and relationship management success, Series 7, Series 66 or 63/65, and life, health and long-term care insurance license.
Northwestern Mutual: Financial security offering insurance and wealth management services.
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.