Private Wealth Advisor: Holistic Family Wealth

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 110,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Dallas seeks a Private Banker to advise families on wealth, investments, and balance sheet management. You will work with a local team and leverage our institutional platform to expand client relationships and assets.

Responsibilities include holistic balance-sheet solutions, risk-aware guidance, and collaboration with internal specialists to meet client goals and deliver exceptional experiences.

Qualifications

• Bachelor’s degree required.
• Series 7, 66 and Insurance licenses required; must obtain within 90 days if unlicensed.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit and banking concepts.
• Focus on client experience and diligent service for clients.

Responsibilities

• Manage and maintain client relationships with trust and tailored advice.
• Generate business and acquire assets from existing clients and new clients.
• Advise on balance sheet including investments, wealth planning, credit and banking needs.
• Collaborate with internal specialists for interdisciplinary client solutions.
• Connect clients across all lines of business within J.P. Morgan Chase & Co.
• Ensure proposed solutions meet clients' needs and objectives across time horizons (short, medium, long).
• Adhere to risk controls, policies and security measures.

Skills

Sales experience

Business acumen

Community presence

Wealth concepts

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in Dallas seeks a Private Banker to advise families on wealth, investments, and balance sheet management. You will work with a local team and leverage our institutional platform to expand client relationships and assets.

Responsibilities include holistic balance-sheet solutions, risk-aware guidance, and collaboration with internal specialists to meet client goals and deliver exceptional experiences.