J.P. Morgan Wealth Management - Private Client Advisor - Plano, TX (Coit and Legacy)

JPMorganChase; Plano (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role emphasizes building strong relationships and delivering personalized investment solutions. You will engage with a diverse clientele, helping them navigate their financial journeys with integrity and expertise. The firm values innovation and digital solutions, aiming to empower clients to manage their investments confidently. Join a team committed to diversity and exceptional customer service, where your contributions will directly impact clients' financial well-being.

Benefits

Health Coverage

Wellness Centers

Retirement Plans

Tuition Reimbursement

Mental Health Support

Financial Coaching

Qualifications

• 2+ years as a Financial Advisor or equivalent experience.
• Experience in client acquisition and relationship management.

Responsibilities

• Build a book of business with personalized investment solutions.
• Educate clients on technology for managing investments.

Skills

Client Acquisition

Relationship Management

Financial Planning

Investment Solutions

Financial Markets Understanding

Education

Bachelor’s Degree

Tools

Series 7 License

Series 66 License

Life, Health, and Long Term Care Insurance License

Job description

J.P. Morgan Wealth Management - Private Client Advisor - Plano, TX (Coit and Legacy)

Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor - Plano, TX (Coit and Legacy) role at JPMorganChase.

Job Description

At J.P. Morgan Chase, we are passionate about helping our clients, supporting our employees, building relationships, and delivering exceptional customer service, all 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 at the forefront of representing our brand and engaging with clients to offer the best investment solutions for their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting a wide range of clients from those just starting to save to those with significant wealth. Your role involves delivering an exceptional investor experience through advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

• Support and champion your teammates’ success and the bank’s goals, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity, prioritizing doing right by clients.
• Educate clients on available technology and channels to better monitor and manage their investments.
• Provide a holistic view of clients’ needs and offer financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and flexible in banking 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.
• Success in client acquisition, relationship cultivation, and partnership integration.
• Goals-based planning and advice experience.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license or obtain within 60 days of start.
• Valid and active Life, Health, and Long Term Care Insurance license or obtain within 60 days of start.

Preferred Qualifications

• Certified Financial Planning (CFP) certification preferred.
• Bachelor’s degree preferred.

Investment and Insurance Products

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR GUARANTEED BY JPMorgan Chase Bank, N.A. or affiliates
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL

Products are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are available through Chase Insurance Agency, Inc. (CIA). JPMS, CIA, and JPMorgan Chase Bank, N.A. are affiliated under JPMorgan Chase & Co. Products may not be available in all states.

About Us

Chase is a leading financial services firm helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships, placing customers at the center of everything we do. We also support small businesses, nonprofits, and cities with tailored financial solutions.

We offer a competitive total rewards package including base salary, potential commissions, and discretionary incentives, along with comprehensive benefits such as health coverage, wellness centers, retirement plans, tuition reimbursement, mental health support, and financial coaching. Additional details will be provided during the hiring process.

We value diversity and are an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity/expression, age, marital or veteran status, pregnancy, disability, or other protected attributes. We also accommodate religious practices and disability needs. For more information, visit our FAQs about requesting accommodations.