Holistic Wealth Advisor: Build Relationships & Planning

JPMorgan Chase & Co.

Forney (TX)

On-site

USD 70,000 - 110,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, delivering tailored investment solutions and leveraging referrals to deepen client relationships.

You will build a book of business with a strong emphasis on relationship management, stay informed on financial markets, and help clients monitor and manage their investments with integrity and fiduciary care.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Active Series 7 license.
Active Series 66 license or must be obtained within 60 days of starting in the role as a condition of employment.
Active Life, Health and Long Term Care license or must be obtained within 60 days of starting in the role as a condition of employment.
Strong client acquisition and relationship management skills.
Ability to provide goals-based planning and advice.

Responsibilities

Build a book of business and deliver personalized investment solutions to the firm's clients, focusing on relationship management rather than portfolio management.
Provide comprehensive financial planning and advice to individuals and families.
Educate clients on technology and channels to monitor, maintain, and handle their investments.
Demonstrate integrity and fiduciary responsibility in all client interactions.
Collaborate with partners to deepen client relationships and expand advisory referrals.