Private Client Wealth Advisor

Next Frontier Capital; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Dallas to provide comprehensive financial planning and advice to individuals and families, building a strong client base and delivering personalized investment solutions. You will partner with the bank’s network to deepen client relationships and offer guidance across financial needs.

The role emphasizes responsible investing, client education on digital tools, and maintaining high ethical standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• 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 clients based on leadership and relationship-building
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Educate clients on the technology and channels available to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Integrity & ethics

Digital channel education

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Dallas to provide comprehensive financial planning and advice to individuals and families, building a strong client base and delivering personalized investment solutions. You will partner with the bank’s network to deepen client relationships and offer guidance across financial needs.

The role emphasizes responsible investing, client education on digital tools, and maintaining high ethical standards.