Hybrid Wealth Advisor - National Branch

JPMorgan Chase & Co.; Plano (TX); Hybrid; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. Wealth Management in Plano seeks a Personal Advisor to partner with clients, create custom financial plans, and match portfolios managed by JPMorgan's Chief Investment Officer. You will meet clients via video or phone, advising as priorities shift, in a hybrid team-based office.

The role requires Series 7 and Series 66 licenses (or ability to obtain within 60 days) and licensing in all states; preferred 3+ years in financial services with a focus on financial planning.

Qualifications

• Active Series 7 license required.
• Active Series 66 (63/65) license required or obtainable within 60 days.
• Must be licensed in all states.

Responsibilities

• Leverage investments, wealth planning, credit and banking concepts to help clients achieve goals.
• Convert high quality leads into new clients and maintain those relationships.
• Utilize a solution-oriented mindset for best outcomes for clients.
• Ensure proposed solutions meet clients' needs short-, mid-, and long-term through goals-based planning.

Skills

Series 7 license

Series 66 license (63/65)

Licensed in all states

Financial planning

Client advisory

Job description

JPMorgan Chase & Co. Wealth Management in Plano seeks a Personal Advisor to partner with clients, create custom financial plans, and match portfolios managed by JPMorgan's Chief Investment Officer. You will meet clients via video or phone, advising as priorities shift, in a hybrid team-based office.

The role requires Series 7 and Series 66 licenses (or ability to obtain within 60 days) and licensing in all states; preferred 3+ years in financial services with a focus on financial planning.