Private Client Advisor | Wealth Planning & Digital

JPMorgan Chase & Co.; Coppell (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in Texas seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will help clients build wealth with advised solutions and partner referrals, delivering a superior investor experience.

The role emphasizes relationship management, goals-based planning, and using digital tools to enhance client engagement across channels.

Qualifications

• Minimum 2 years as a Financial Advisor or in equivalent financial services.
• Proven success in acquiring and maintaining clients and partnering with others.
• Commitment to goals-based financial planning and advice.
• Active Series 7 license, Series 66 required or obtained within 60 days.
• Active Life, Health and Long Term Care insurance license or obtained within 60 days.

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 them to better 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 knowledge

Education

Bachelor's degree

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in Texas seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will help clients build wealth with advised solutions and partner referrals, delivering a superior investor experience.

The role emphasizes relationship management, goals-based planning, and using digital tools to enhance client engagement across channels.