Wealth Advisor for Private Clients

TwinThread; Plano (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Commission-based pay

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase in Plano, Texas seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions. You will engage clients, fostering relationships while demonstrating expertise in financial markets and technology.

The ideal candidate has at least 2 years in financial services, possesses necessary licenses, and exemplifies integrity and client-focused education. A bachelor’s degree and CFP certification are preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship management.
• Valid licenses must be obtained within 60 days of starting.

Responsibilities

• Build a book of business with personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.
• Embrace digital innovations for client confidence.

Skills

Client acquisition

Relationship management

Financial market understanding

Education on digital investments

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in Plano, Texas seeks a Private Client Advisor to offer comprehensive financial planning and investment solutions. You will engage clients, fostering relationships while demonstrating expertise in financial markets and technology.

The ideal candidate has at least 2 years in financial services, possesses necessary licenses, and exemplifies integrity and client-focused education. A bachelor’s degree and CFP certification are preferred.