Wealth Advisor: Holistic Planning & Client Growth

Aumni; Allen (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards package

Commission-based pay and incentives

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will build relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement.

In this role you will champion client success, manage a book of business, stay current on markets, uphold integrity, and help clients monitor and optimize their investments through digital tools and a holistic financial approach.

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
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Financial advisory

Series 7

Series 66 (63/65)

Education

Bachelor's degree preferred

Job description

J.P. Morgan Wealth Management is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will build relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement.

In this role you will champion client success, manage a book of business, stay current on markets, uphold integrity, and help clients monitor and optimize their investments through digital tools and a holistic financial approach.