Community Private Client Advisor – Wealth & Impact

JPMorganChase; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Dallas, TX is seeking a Community Private Client Advisor to deliver comprehensive financial planning and customized investment guidance for individuals and families. You’ll nurture client relationships, partner with branch teams, and help uplift the local community through advisory services and referrals.

You will rely on your knowledge of financial markets, strong relationship skills, and a commitment to integrity to provide holistic solutions and excellent investor

Qualifications

• 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.
• Demonstrated ability to provide holistic view of clients' needs and financial coaching beyond investments and to share financial health education with community.
• 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

Responsibilities

• Host and participate in community events with the Community Manager and voluntary leadership groups.
• Champion diversity and inclusion within the team and bank culture.
• Build a book of business and deliver personalized investment solutions through relationship management and market understanding.
• Demonstrate unwavering integrity and client-centric decision making.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments and align solutions with client needs.

Skills

Financial advisor

Client relationships

Series 7

Series 66

Holistic financial planning

Education

CFP certification preferred

Bachelor's degree preferred

Job description

JPMorgan Chase in Dallas, TX is seeking a Community Private Client Advisor to deliver comprehensive financial planning and customized investment guidance for individuals and families. You’ll nurture client relationships, partner with branch teams, and help uplift the local community through advisory services and referrals.

You will rely on your knowledge of financial markets, strong relationship skills, and a commitment to integrity to provide holistic solutions and excellent investor