Wealth Advisor - Holistic, Client-First Planning

Aumni; Garland (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Garland, Texas, to provide comprehensive financial planning and advice. This role requires at least 2 years of experience in financial services and the ability to build strong client relationships. Successful candidates will possess Series 7 and Series 66 licenses, and a Certified Financial Planner (CFP) designation is preferred. The position emphasizes a commitment to diversity and delivering exceptional client service while offering a competitive rewards package that includes salary and unique benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success while fostering a culture of diversity.
• Build and maintain client relationships through personalized investment solutions.
• Educate clients on technology and available banking channels.

Skills

Client acquisition

Relationship management

Financial planning

Market understanding

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Garland, Texas, to provide comprehensive financial planning and advice. This role requires at least 2 years of experience in financial services and the ability to build strong client relationships. Successful candidates will possess Series 7 and Series 66 licenses, and a Certified Financial Planner (CFP) designation is preferred. The position emphasizes a commitment to diversity and delivering exceptional client service while offering a competitive rewards package that includes salary and unique benefits.