Private Client Wealth Advisor

JPMorgan Chase & Co.; Lewisville (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will build lasting client relationships, leverage digital tools, and offer advised solutions through Chase referrals to grow a robust book of business. The role requires a Series 7, Series 66 or equivalent, and Life/Health/LTC licenses, with CFP preferred.

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
• Certification: CFP is preferred (not required) and a Bachelor's degree is preferred

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 by relying on leadership and relationship-building skills
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity that guides client interactions
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Engage with digital innovations to help clients be digitally confident and bank when they want

Skills

Client acquisition

Relationship management

Goals-based financial planning

Financial markets understanding

Education

Bachelor’s degree

CFP certification preferred

Job description

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

You will build lasting client relationships, leverage digital tools, and offer advised solutions through Chase referrals to grow a robust book of business. The role requires a Series 7, Series 66 or equivalent, and Life/Health/LTC licenses, with CFP preferred.