Private Wealth Advisor: Relationship & Planning Specialist

JPMorgan Chase & Co.; Frisco (TX); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build a book of business, rely on relationship-building skills, and guide clients with a holistic view of their financial needs. The role requires a Series 7 license, Series 66 within 60 days, and Life/Health/LTC licenses 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, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7 license is required, Series 66 (63/65) must be obtained within 60 days
• A valid Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Champion and support teammates’ success and foster a culture of diversity.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor, maintain, and handle 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

Relationship-building

Client acquisition

Goals-based planning

Financial planning

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build a book of business, rely on relationship-building skills, and guide clients with a holistic view of their financial needs. The role requires a Series 7 license, Series 66 within 60 days, and Life/Health/LTC licenses within 60 days.