Private Client Advisor — Wealth Planning & Digital

Aumni; Frisco (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Frisco, Texas. The ideal candidate has over 2 years of experience in financial services, focusing on building client relationships and providing personalized investment solutions. Responsibilities include financial planning and supporting clients with digital innovations. Compensation includes a competitive salary, potential commissions, and a comprehensive benefits package. Join a diverse team dedicated to client success and a culture of integrity.

Qualifications

• 2+ years experience in a Financial Advisor role.
• Proven client relationship management skills.
• Commitment to goals-based planning.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology to manage investments.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Frisco, Texas. The ideal candidate has over 2 years of experience in financial services, focusing on building client relationships and providing personalized investment solutions. Responsibilities include financial planning and supporting clients with digital innovations. Compensation includes a competitive salary, potential commissions, and a comprehensive benefits package. Join a diverse team dedicated to client success and a culture of integrity.