Private Client Advisor – Wealth Planning & Digital

JPMorgan Chase & Co.; Argyle (TX); On-site; USD 80,000 - 115,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will provide comprehensive financial planning and investment guidance to individuals and families, leveraging relationships and digital tools to enhance the investor experience. You will build your client base, collaborate with partners, and deliver personalized investment solutions while maintaining the highest standards of integrity and service.

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.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting in the role.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions based on relationship-building and leadership.
• Provide comprehensive financial planning and investment advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Act with integrity and prioritize clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic views of clients' needs beyond investments and leverage Chase referrals.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor’s degree (preferred)

CFP certification preferred

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in the United States.

You will provide comprehensive financial planning and investment guidance to individuals and families, leveraging relationships and digital tools to enhance the investor experience. You will build your client base, collaborate with partners, and deliver personalized investment solutions while maintaining the highest standards of integrity and service.