Community Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 85,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Dallas seeks a Community Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build strong client relationships, educate clients on digital tools, and provide personalized solutions aligned with client goals. As a steward of the community, you will grow a book of business, collaborate with partners across the bank, and uphold high standards of integrity and client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent
• Ability to acquire and maintain client relationships
• Commitment to goals-based planning and financial coaching

Responsibilities

• Build a book of business and deliver personalized investment solutions
• Educate clients on technology and channels to monitor investments
• Provide holistic view of clients’ needs and financial coaching beyond investments
• Engage with the community and participate in local events
• Collaborate with partners to deepen client relationships

Skills

Client acquisition

Relationship management

Goals-based planning

Financial coaching

Digital literacy

Education

Bachelor’s degree

Job description

J.P. Morgan Chase in Dallas seeks a Community Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build strong client relationships, educate clients on digital tools, and provide personalized solutions aligned with client goals. As a steward of the community, you will grow a book of business, collaborate with partners across the bank, and uphold high standards of integrity and client service.