Wealth Management Specialist jobs in Brownsville, TX

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

J
J.P. Morgan Wealth Management - Private Client Advisor - Southwest Texas (Brownsville/ McAllen/ Laredo/ El Paso, TX)
  • JPMC Candidate Experience page
  • Brownsville, TX FULL_TIME
  • 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.
  • 2 Months Ago

U
Building Management Specialist
  • US Public Buildings Service
  • Brownsville, TX FULL_TIME
  • Duties Develops and promotes positive working relationships with customer agencies and client personnel, and maintains continuous liaison with building tenants and top management officials of customer...
  • 1 Month Ago

F
Management trainee
  • Furniture Row
  • Brownsville, TX FULL_TIME
  • Our Furniture Row Center in Brownsville is now hiring! Be part of a growing company where the only place to go is up! no previous exp. necessary we will train you!) Looking for people who are Career M...
  • 1 Day Ago

S
Supervisor, Materials Management (Starbase)
  • SpaceX
  • Brownsville, TX FULL_TIME
  • SpaceX was founded under the belief that a future where humanity is out exploring the stars is fundamentally more exciting than one where we are not. Today SpaceX is actively developing the technologi...
  • 22 Days Ago

M
McAlister's Deli Management Positions
  • McAlister's Deli
  • Brownsville, TX FULL_TIME
  • We are opening a new location in your area and are hiring for hourly and salary management positions. We are hungry, and we aren't just talking about sandwiches. Come taste success at one of America's...
  • 7 Days Ago

C
Management Assistant: (Full-Time)
  • City of South Padre Island
  • South Padre Island, TX FULL_TIME
  • The deadline to apply for this position is March 21, 2024 at 10 AM. JOB SUMMARY The Management Assistant provides highly responsible advanced level administrative, analytical, and management support o...
  • 15 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Wealth Management Specialist jobs found in Brownsville, TX area

C
Environment, Health and Safety Manager
  • Confidential
  • Brownsville, TX
  • This position reports directly to the HR Manager or Director of Process Technology and takes direction on corporate poli...
  • 3/28/2024 12:00:00 AM

R
Certified Nurse Aide (Shift 1)
  • Regency Integrated Health Services
  • Brownsville, TX
  • Job Details Job Location Ebony Lake Nursing and Rehabilitation Center - Brownsville, TX Position Type Full Time Educatio...
  • 3/28/2024 12:00:00 AM

C
Automotive Sales Representative
  • Charlie Clark Auto Group
  • Brownsville, TX
  • FULL TRAINING PROVIDED! If you're committed to excellent customer service, join our talented auto sales team as an autom...
  • 3/28/2024 12:00:00 AM

A
HR Coordinator
  • Arthur J. Gallagher & Company
  • Brownsville, TX
  • Job Details: Employment Status: Full Time Job Locations: Headquarter in Brownsville Pay: Based on education and experien...
  • 3/28/2024 12:00:00 AM

D
Remote Insurance Agent
  • Dorr Agency
  • Brownsville, TX
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 3/27/2024 12:00:00 AM

I
Universal Teller I (Full Time)
  • International Bank of Commerce
  • South Padre Island, TX
  • IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects ...
  • 3/27/2024 12:00:00 AM

P
Teller Weslaco 1015
  • PNC Financial Services Group, Inc.
  • Weslaco, TX
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 3/27/2024 12:00:00 AM

R
Commercial Loan Officer
  • RIO BANK
  • Harlingen, TX
  • Job Description Job Description Overview Rio Bank is a South Texas owned and managed bank with a strong focus on persona...
  • 3/24/2024 12:00:00 AM

Brownsville is one of the southernmost cities in the contiguous United States; only a handful of municipalities in Florida's Miami-Dade and Monroe counties (plus Everglades City in Collier County) are located farther south than Brownsville. The city has a total area of 84.867 square miles (219.805 km2), of which 81.528 square miles (211.157 km2) of it is land and 3.339 square miles (8.648 km2) is water, according to the United States Census Bureau of 2017. The city is situated at the intersection of different climates (subtropical, Chihuahuan Desert, Gulf Coast plain, and Great Plains); this p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$65,070 to $103,947
Brownsville, Texas area prices
were up 1.2% from a year ago

Wealth Management Specialist in Little Rock, AR
· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
February 09, 2020
Wealth Management Specialist in Huntington, WV
So, always ask about the services a wealth management firm offer.
January 28, 2020
Wealth Management Specialist in Davenport, IA
Accumulating wealth, says Elias, isn’t as far out of the reach of the average person as most of us think and it probably doesn’t involve luxury yachts and Picassos.
January 07, 2020