Private Client Wealth Advisor

Testing Site - JPMC; Argyle (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice for individuals and families. You will interact with clients to offer advised solutions and deepen relationships using both traditional and digital channels.

The role focuses on building a client book, leveraging leadership and partnerships, and delivering a high-level investor experience with integrity and personalized service.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and managing client relationships.
• Commitment to goals-based planning and advice.
• Licensing required or to be obtained within 60 days of starting.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions with relationship management focus.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Show unwavering integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients be digitally confident and bank anywhere.

Skills

Financial advisor experience

Relationship building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice for individuals and families. You will interact with clients to offer advised solutions and deepen relationships using both traditional and digital channels.

The role focuses on building a client book, leveraging leadership and partnerships, and delivering a high-level investor experience with integrity and personalized service.