Private Client Wealth Advisor — Holistic Planning

Testing Site - JPMC; Garland (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

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

You will build client relationships, deliver personalized investment solutions, and leverage digital tools to enhance the client experience across channels. The ideal candidate has at least 2 years in a financial advisory role, strong relationship skills, and valid Series 7, Series 66, and Life/Health/LTC licenses or the ability to obtain

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.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

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 clients with focus on relationship 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.
• Educate clients on the technology and channels available to 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 how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor’s degree

CFP certification

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

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

You will build client relationships, deliver personalized investment solutions, and leverage digital tools to enhance the client experience across channels. The ideal candidate has at least 2 years in a financial advisory role, strong relationship skills, and valid Series 7, Series 66, and Life/Health/LTC licenses or the ability to obtain