Wealth Advisor - Holistic Planning + Digital Solutions

JP Morgan Chase; Duncanville (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management team seeks a Private Client Advisor to provide comprehensive financial planning and advisory services to individuals and families, helping them meet their financial goals with a broad investment product and digital platform.

You will build relationships, deliver personalized investment solutions, and educate clients on technology to monitor and manage their investments, while upholding integrity and a commitment to diversity and inclusion.

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.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.
• CFP certification preferred.
• Bachelor’s degree preferred.

Responsibilities

• Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that prioritizes client interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advice

Education

CFP certification preferred

Bachelor’s degree preferred

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and LTC Insurance license

Job description

J.P. Morgan Chase's Chase Wealth Management team seeks a Private Client Advisor to provide comprehensive financial planning and advisory services to individuals and families, helping them meet their financial goals with a broad investment product and digital platform.

You will build relationships, deliver personalized investment solutions, and educate clients on technology to monitor and manage their investments, while upholding integrity and a commitment to diversity and inclusion.