Private Client Advisor – Wealth Planning & Digital Solutions

JP Morgan Chase; Duncanville (TX); On-site; USD 85,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build a book of business, collaborate with partners, and uphold high integrity while guiding clients through digital tools to monitor and adjust their portfolios. A valid Series 7 and Series 66 (or 63/65) and Life/Health/LTC licenses are required or must be obtained within 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7
• 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 and active 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 by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not 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
• 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

Client acquisition

Relationship management

Financial planning

Investment solutions

Digital channels

Integrity

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build a book of business, collaborate with partners, and uphold high integrity while guiding clients through digital tools to monitor and adjust their portfolios. A valid Series 7 and Series 66 (or 63/65) and Life/Health/LTC licenses are required or must be obtained within 60 days.