Private Client Wealth Advisor: Planning & Relationships

JPMorgan Chase & Co.; Irving (TX); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Texas.

You will provide comprehensive financial planning and advise individuals and families, building lasting relationships and delivering tailored investment solutions with a client-first approach. The role requires at least 2 years in a Financial Advisor role, active Series 7 and Series 66, and Life, Health and LTC licenses (or plan to obtain within 60 days).

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.
• 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 the firm's by relying on leadership and relationship-building skills.
• 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 the firm's 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

Series 7

Series 66

Life/Health/LTC license

Client relations

Financial planning

Education

CFP certification preferred

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Texas.

You will provide comprehensive financial planning and advise individuals and families, building lasting relationships and delivering tailored investment solutions with a client-first approach. The role requires at least 2 years in a Financial Advisor role, active Series 7 and Series 66, and Life, Health and LTC licenses (or plan to obtain within 60 days).