Private Client Wealth Advisor - Holistic & Digital Planning

Testing Site - JPMC; Dallas (TX); On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in Texas is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will support clients from those just starting to save to those with significant wealth, delivering an exceptional investor experience with advised solutions and referrals. You will leverage digital tools and a broad range of investment solutions to build a book of business, deepen client

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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client relationship management

Business development

Financial market knowledge

Digital tools usage

Education

Series 7 license

Series 66 license

Life/Health Insurance license

CFP certification (preferred)

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase in Texas is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will support clients from those just starting to save to those with significant wealth, delivering an exceptional investor experience with advised solutions and referrals. You will leverage digital tools and a broad range of investment solutions to build a book of business, deepen client