Wealth Advisor: Private Client Planning & Relationships

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will build strong client relationships, collaborate with advisors and partners, and guide clients through markets with integrity and professional judgment. The role emphasizes digital tools and holistic financial coaching to enhance the investor experience.

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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 to the firm’s clients, relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of the firm’s clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Financial services experience

Client acquisition

Relationship management

Goals-based planning

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7

Series 66

Life/Health and LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will build strong client relationships, collaborate with advisors and partners, and guide clients through markets with integrity and professional judgment. The role emphasizes digital tools and holistic financial coaching to enhance the investor experience.