Private Client Wealth Advisor

Testing Site - JPMC; Lewisville (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance for individuals and families.

You will build a book of business, leverage leadership and relationships, and apply knowledge of financial markets while guiding clients through digital tools and solutions; required licenses include Series 7 and 66, with licenses obtained within 60 days of start.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring clients, cultivating relationships, and partnering with key colleagues.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) license required or must be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a client-centric approach.
• Provide comprehensive financial planning and investment guidance to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Educate clients on technology channels to monitor and manage investments.
• Partner with colleagues to deepen client relationships and referrals.

Skills

Financial Advisor experience

Client acquisition & relationship mgmt

Goals-based planning

Series 7 license

Series 66 license

Insurance licenses

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 personalized investment guidance for individuals and families.

You will build a book of business, leverage leadership and relationships, and apply knowledge of financial markets while guiding clients through digital tools and solutions; required licenses include Series 7 and 66, with licenses obtained within 60 days of start.