Private Client Advisor: Wealth Strategy & Relationships

JPMorgan Chase & Co.; Carrollton (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Advisor in Carrollton, Texas. You will provide personalized financial planning and guidance to clients, emphasizing relationship management over portfolio management. Successful applicants will have at least 2 years of financial advisory experience, possess relevant licenses, and demonstrate a commitment to client education. The ideal candidate embraces digital tools to enhance the client experience. This role offers an opportunity to make a positive impact on clients' financial well-being.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in acquiring and maintaining clients.
• Ability to provide goals-based planning and advice.
• Must have active Series 7 license.
• Must obtain Series 66 license within 60 days of starting.
• Must obtain Life and Health Insurance license within 60 days.

Responsibilities

• Champion teammate success and the bank's goals.
• Build personalized investment solutions for clients.
• Demonstrate understanding of financial markets.
• Educate clients on technology for better investment management.
• Provide a holistic view of clients' financial needs.
• Embrace digital innovations for client confidence.

Skills

Client acquisition

Relationship management

Financial advisory

Financial market understanding

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Carrollton, Texas. You will provide personalized financial planning and guidance to clients, emphasizing relationship management over portfolio management. Successful applicants will have at least 2 years of financial advisory experience, possess relevant licenses, and demonstrate a commitment to client education. The ideal candidate embraces digital tools to enhance the client experience. This role offers an opportunity to make a positive impact on clients' financial well-being.