Wealth Advisor: Holistic Planning & Client Growth

JPMorganChase; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards

Career development opportunities

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to join Chase Wealth Management in Dallas. You will provide comprehensive financial planning and advised solutions to individuals and families, building lasting client relationships and delivering tailored investment recommendations.

Role requires market knowledge, integrity, and a client-first mindset. You will collaborate with partners, leverage digital channels, and ensure regulatory compliance while helping clients monitor and manage

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or eligibility within 60 days.
• Active Life, Health and Long Term Care licenses or eligibility within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and advisory services to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Uphold integrity and act in clients' best interests at all times.
• Educate clients on technology and channels for monitoring investments.
• Offer holistic view of clients' needs and financial coaching beyond investments.
• Support clients in using digital tools to access banking and investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC licenses

Integrity and fiduciary duty

Education

Bachelor's degree

CFP preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to join Chase Wealth Management in Dallas. You will provide comprehensive financial planning and advised solutions to individuals and families, building lasting client relationships and delivering tailored investment recommendations.

Role requires market knowledge, integrity, and a client-first mindset. You will collaborate with partners, leverage digital channels, and ensure regulatory compliance while helping clients monitor and manage