Private Client Wealth Advisor | Holistic Planning

Fairygodboss; Argyle (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families.

You will support a wide range of clients, from new savers to high-net-worth individuals, delivering advised solutions and referrals to deepen relationships. You will build a trusted book of business, stay informed on market developments, and guide clients on wealth management strategies using Chase’s digital tools and channels.

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 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in role.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role.

Responsibilities

• Champion and support teammates' success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank when and where they want.

Skills

Client acquisition

Relationship management

Financial planning

Series 7

Series 66

Life/Health/LTC license

Goal-based planning

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families.

You will support a wide range of clients, from new savers to high-net-worth individuals, delivering advised solutions and referrals to deepen relationships. You will build a trusted book of business, stay informed on market developments, and guide clients on wealth management strategies using Chase’s digital tools and channels.