Private Client Advisor: Wealth Planning & Digital Tools

Testing Site - JPMC

Plano (TX)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

J.P. Morgan Chase in Plano, TX is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, building trusted relationships and delivering tailored solutions that meet their goals.

You will partner with Chase Wealth Management, leveraging digital tools and a client‑centric approach. Required licenses include Series 7 and 66 plus Life/Health, with a focus on growing a strong book of business with integrity.

Qualifications

> At least 2 years in a Financial Advisor role or equivalent financial services experience
> Series 7 license active
> Series 66 (63/65) license active or to be obtained within 60 days of starting
> Life, Health and Long Term Care Insurance license active or to be obtained within 60 days of starting
> CFP certification preferred (optional)
> Bachelor’s degree preferred (optional)

Responsibilities

Build a book of business and deliver personalized investment solutions to clients
Provide comprehensive financial planning and investment advice
Demonstrate understanding of financial markets and sound business judgement
Act with integrity and fiduciary responsibility to clients
Educate clients on technology and channels to monitor investments
Offer holistic financial coaching beyond investments
Embrace digital tools to enhance client experience