Wealth Advisor: Holistic Planning & Digital Experience

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will grow a book of business and offer tailored solutions using a client-centric approach.

Role emphasizes relationship-building, integrity, and educating clients on digital tools to monitor investments. A Series 7 and Series 66 license along with Life/Health/LTC licenses are required or must be obtained within 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and partnering with key teams.
• Experience with goals-based planning and financial advice.
• A valid and active Series 7 license; Series 66 (63/65) required or within 60 days.
• Life, Health and Long Term Care licenses required or within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Educate clients on digital tools and channels for monitoring investments.
• Maintain high integrity and client-focused service.

Skills

Financial Advisory

Client Acquisition

Relationship Management

Goals-based Planning

Series 7 License

Series 66 License

Life/Health/LTC License

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will grow a book of business and offer tailored solutions using a client-centric approach.

Role emphasizes relationship-building, integrity, and educating clients on digital tools to monitor investments. A Series 7 and Series 66 license along with Life/Health/LTC licenses are required or must be obtained within 60 days.