J.P. Morgan Wealth Management - Private Wealth Associate - Plano, TX

AECOM; Plano (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking a Private Wealth Associate to provide comprehensive financial planning and advice to clients. The ideal candidate will have strong analytical skills, experience in wealth management, and the ability to build and maintain client relationships. This role includes developing personalized investment solutions and fostering a robust client engagement process. A commitment to teamwork and ongoing professional development is essential in this dynamic environment.

Benefits

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Qualifications

• Minimum 4 years of financial services experience.
• Active Series 7 and 66 licenses required within 60 days.
• Demonstrated success in cultivating client relationships.

Responsibilities

• Support a thriving book of business with personalized investment solutions.
• Deliver on a client engagement process with proactive communication.
• Develop and implement marketing strategies including client events.

Skills

Analytical Skills

Relationship Building

Client Communication

Financial Planning

Education

Bachelor's degree

CFP or WMCP certification (preferred)

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service 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 front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.

**Job responsibilities**

+ Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills. Through a focus on relationship management, you should be able to grow the practice

+ .Demonstrate a deep understanding of financial markets and sound business judgement

+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity

+ Foster a client-centric planning process and ensure implementation of financial planning strategies

+ Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients

+ Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software (SN1)

+ Provide a holistic view of clients' needs and financial coaching beyond investments

+ Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events

+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

+ Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams

**Required qualifications, capabilities, and skills**

+ A minimum of 4 years of financial services experience

+ Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners

+ Demonstrated ability and commitment to goals-based planning and advice

+ Demonstrated understanding of investment products and services

+ Understanding of market performance and market trends

+ Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and team members while maintaining professionalism.

+ A valid and active Series 7 license is required or must be obtained within 60 days of starting in the role as a condition of employment

+ 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

**Preferred qualifications, capabilities, and skills**

+ Certified Financial Planning (CFP) or Wealth Management Certified Planner (WMCP) certification is preferred

+ Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

(SN1) Not sure if this is software or the right word

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans