Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance to individuals and families.

You will help clients meet goals, navigate markets, and deliver advisory solutions with a client-first mindset. You will build relationships, leverage digital tools, and collaborate with partners to create an exceptional investor experience while upholding the firm’s standards of integrity and

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Commitment to goals-based planning and advice.
• Licensure: Series 7, Series 66 (63/65) and Life/Health/LTC licenses or obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and always act in the best interest of clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' financial needs and coaching beyond investments.
• Embrace digital innovations to help clients bank how and where they want.

Skills

Client relationship management

Goals-based financial planning

Financial advisory experience

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance to individuals and families.

You will help clients meet goals, navigate markets, and deliver advisory solutions with a client-first mindset. You will build relationships, leverage digital tools, and collaborate with partners to create an exceptional investor experience while upholding the firm’s standards of integrity and