Private Client Advisor: Holistic Wealth & Planning

JPMorgan Chase & Co.; Allen (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build a book of business and deliver personalized investment solutions while educating clients on digital channels and solutions. The role requires industry licenses (Series 7/66, Life/Health/LTC) or progression toward them within 60 days, plus a CFP credential preference and a Bachelor’s degree.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated 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
• 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
• CFP certification is preferred
• Bachelor’s degree preferred

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 the firm’s clients by relying on leadership and relationship-building skills, with a focus on relationship management
• 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 them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm’s 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 advisory communication

Education

Series 7 license

Series 66 license (63/65)

Life, Health & Long Term Care license

CFP certification preferred

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build a book of business and deliver personalized investment solutions while educating clients on digital channels and solutions. The role requires industry licenses (Series 7/66, Life/Health/LTC) or progression toward them within 60 days, plus a CFP credential preference and a Bachelor’s degree.