Private Client Advisor — Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Argyle (TX); On-site; USD 80,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build a book of business and collaborate with specialists to provide tailored guidance.

You will uphold the firm’s standards of integrity and client service while helping clients navigate markets, digital tools, and holistic financial coaching through a trusted relationship.

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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 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 the firm's 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

Relationship building

Client acquisition

Financial planning

Financial markets knowledge

Communication

Series 7

Series 66

Digital tools proficiency

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build a book of business and collaborate with specialists to provide tailored guidance.

You will uphold the firm’s standards of integrity and client service while helping clients navigate markets, digital tools, and holistic financial coaching through a trusted relationship.