Private Client Advisor: Holistic Wealth & Digital Planning

Testing Site - JPMC; Coppell (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will act as a trusted partner, helping clients build secure futures using a broad suite of investment solutions. You will develop a personal book of business, collaborate with partners, and leverage digital tools to enhance client experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will act as a trusted partner, helping clients build secure futures using a broad suite of investment solutions. You will develop a personal book of business, collaborate with partners, and leverage digital tools to enhance client experience.