Wealth Advisor - Holistic, Client-First Planning

Aumni; Dallas (TX); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in Dallas, Texas, is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate will have at least 2 years of relevant experience and possess a valid Series 7 and Series 66 licenses. Responsibilities include building a book of business, delivering personalized investment solutions, and educating clients on available digital tools. A competitive total rewards package with various benefits is offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Must have a valid and active Series 7 and Series 66 licenses.

Responsibilities

• Build personalized investment solutions for clients.
• Support teammates and foster a culture of diversity.
• Educate clients on available technology for investments.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Education

Certified Financial Planning (CFP) certification

Bachelor’s degree

Job description

J.P. Morgan Chase in Dallas, Texas, is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate will have at least 2 years of relevant experience and possess a valid Series 7 and Series 66 licenses. Responsibilities include building a book of business, delivering personalized investment solutions, and educating clients on available digital tools. A competitive total rewards package with various benefits is offered.