Private Client Wealth Advisor – Holistic Planning

Aumni; Carrollton (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase seeks an experienced Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management.

You will build lasting client relationships, provide tailored investment solutions, and leverage digital channels to enhance the investor experience. Ideal candidates bring 2+ years as a Financial Advisor, a track record of acquiring and serving clients, and active Series 7/66 licenses (or ability to obtain

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Proven track record in client acquisition and relationship building.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or must obtain within 60 days.
• Active Life, Health and Long Term Care insurance license or obtain within 60 days.

Responsibilities

• Build and manage a book of business with focused relationship management.
• Offer comprehensive financial planning and investment solutions to clients.
• Demonstrate understanding of financial markets and sound judgement.
• Promote integrity and client-first service in all interactions.
• Educate clients on digital tools to monitor and manage investments.
• Provide holistic financial coaching beyond investments.

Skills

Financial planning

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC licenses

Education

Bachelor’s degree preferred

Job description

J.P. Morgan Chase seeks an experienced Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management.

You will build lasting client relationships, provide tailored investment solutions, and leverage digital channels to enhance the investor experience. Ideal candidates bring 2+ years as a Financial Advisor, a track record of acquiring and serving clients, and active Series 7/66 licenses (or ability to obtain