Private Client Advisor - Wealth Planning & Digital Growth

JPMorgan Chase & Co.; Arlington (TX); On-site; USD 70,000 - 105,000; Full time

Job summary

J.P. Morgan Chase in Arlington, TX seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance for individuals and families.

You will build trusted client relationships, develop tailored strategies, and collaborate with partners to meet diverse financial goals. You will guide clients through markets, maintain high ethical standards, and educate them on digital tools to monitor their investments and banking experience.

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.

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, focusing on relationship management above portfolio 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
• Educate clients on technology and channels to monitor and manage their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank how they want

Skills

Series 7

Series 66

Life/Health license

Financial advising

Education

Bachelor's degree

CFP (preferred)

Job description

J.P. Morgan Chase in Arlington, TX seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance for individuals and families.

You will build trusted client relationships, develop tailored strategies, and collaborate with partners to meet diverse financial goals. You will guide clients through markets, maintain high ethical standards, and educate them on digital tools to monitor their investments and banking experience.