Wealth Advisor — Private Client & Digital Solutions

JPMorgan Chase & Co.; McKinney (TX); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will build strong client relationships and provide customized investment solutions through trusted partnerships.

The role emphasizes understanding financial markets, maintaining integrity, and helping clients monitor and manage their investments with digital tools. A strong focus on advisory excellence is required.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license is required and Series 66 (63/65) must be obtained within 60 days of starting in the role.
• Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role.
• Strong client acquisition and relationship management with partners.

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 through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and commitment to doing right by clients at every opportunity.
• 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 bank how they want.

Skills

Client relationship management

Financial planning

Business development

Industry knowledge

Digital literacy

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will build strong client relationships and provide customized investment solutions through trusted partnerships.

The role emphasizes understanding financial markets, maintaining integrity, and helping clients monitor and manage their investments with digital tools. A strong focus on advisory excellence is required.