Private Client Advisor, Wealth Management: Relationship Growth

TwinThread; Arlington (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is looking for a Private Client Advisor in Arlington, Texas. This role focuses on providing comprehensive financial planning and investment solutions. Candidates should have at least two years of experience in a financial advisory role, valid Series 7 and Series 66 licenses, and possess exceptional relationship management skills. The position offers a competitive total rewards package including salary, commission, and various benefits, emphasizing diversity and inclusion within the workplace.

Qualifications

• At least 2 years as a Financial Advisor or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations to help clients bank conveniently.

Skills

Client acquisition

Relationship management

Financial planning

Financial market knowledge

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

J.P. Morgan Chase is looking for a Private Client Advisor in Arlington, Texas. This role focuses on providing comprehensive financial planning and investment solutions. Candidates should have at least two years of experience in a financial advisory role, valid Series 7 and Series 66 licenses, and possess exceptional relationship management skills. The position offers a competitive total rewards package including salary, commission, and various benefits, emphasizing diversity and inclusion within the workplace.