Wealth Architect for Private Clients

Fairygodboss; Forney (TX); On-site; USD 85,000 - 115,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice for individuals and families.

You will help clients save, invest, and plan for future goals, building trusted relationships and delivering tailored investment solutions. You will work with a broad platform, leverage digital tools, and collaborate with partners to deepen client relationships.

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.
• Licenses required within 60 days of starting.

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 with leadership and relationship-building
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity that guides client service
• Educate clients on technology and channels to monitor, maintain, and manage investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to enable clients to bank on their terms

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity and ethics

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care license

CFP certification preferred

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice for individuals and families.

You will help clients save, invest, and plan for future goals, building trusted relationships and delivering tailored investment solutions. You will work with a broad platform, leverage digital tools, and collaborate with partners to deepen client relationships.