Wealth Advisor: Holistic Planning & Investment Guidance

Testing Site - JPMC; Dallas (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in Dallas, TX seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment advice to individuals and families. You will help clients build wealth, deliver tailored investment solutions, and partner with Chase specialists to deepen relationships.

The role requires Series 7 and Series 66 licenses (or to obtain within 60 days) and Life/Health/LTC licenses (within 60 days). CFP is preferred and a bachelor’s degree is favored.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship building, and working with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) or obtain within 60 days of start.
• Active Life, Health and Long Term Care licenses or obtain within 60 days of start.

Responsibilities

• Build a book of business and deliver investment solutions with a focus on relationship management.
• Provide holistic financial planning and advisory services to clients.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain integrity and client trust in all interactions.
• Educate clients on technology and channels for monitoring investments.
• Collaborate with Chase partners to deepen client relationships.
• Embrace digital tools to enable client access and service.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Series 7 license

Series 66 license

Life/Health/LTC licenses

Education

CFP certification preferred

Bachelor’s degree preferred

Job description

J.P. Morgan Chase in Dallas, TX seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment advice to individuals and families. You will help clients build wealth, deliver tailored investment solutions, and partner with Chase specialists to deepen relationships.

The role requires Series 7 and Series 66 licenses (or to obtain within 60 days) and Life/Health/LTC licenses (within 60 days). CFP is preferred and a bachelor’s degree is favored.