Private Client Wealth Advisor: Holistic Planning & Growth

JPMorgan Chase & Co.

Dallas (TX)

On-site

USD 85,000 - 135,000

Full time

12 days ago

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Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice to individuals and families. You will support clients at various stages of wealth, providing advised solutions and referrals to deepen relationships.

You will work closely with partners to ensure an exceptional investor experience while embracing digital tools to enhance client engagement and digital confidence in managing investments.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Active Series 7 is required.
Series 66 (63/65) license must be obtained within 60 days of starting or as a condition of employment.
Life, Health and Long Term Care Insurance license required or obtained within 60 days of starting.

Responsibilities

Build a book of business and deliver personalized investment solutions.
Provide holistic view of clients’ needs and financial coaching beyond investments.
Educate clients on technology and channels to monitor investments.
Maintain integrity and client-first focus in all interactions.
Foster diverse and inclusive client relationships and teamwork.

Skills

Relationship building

Financial planning

Client acquisition

Communication

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

You will work closely with partners to ensure an exceptional investor experience while embracing digital tools to enhance client engagement and digital confidence in managing investments.

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