Wealth Management Advisor

JPMorgan Chase; Arlington (TX); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Arlington, TX seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will leverage a broad investment platform and digital tools to deliver tailored solutions and deepen client relationships.

You will build a book of business, collaborate with partners, and maintain high ethical standards. The role emphasizes goals-based planning, ongoing client education, and leveraging technology to empower clients to monitor and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow client relationships with partners.
• Commitment to goals-based planning and advice.
• Licensing requirements include Series 7, Series 66, and Life/Health/LTC licenses or obtain within 60 days.

Responsibilities

• Champion collaboration and support a diverse banking culture.
• Build a book of business and deliver personalized investment solutions with focus on relationships.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients' seamless banking access.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Education

Bachelor's degree preferred

Job description

JPMorgan Chase in Arlington, TX seeks a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will leverage a broad investment platform and digital tools to deliver tailored solutions and deepen client relationships.

You will build a book of business, collaborate with partners, and maintain high ethical standards. The role emphasizes goals-based planning, ongoing client education, and leveraging technology to empower clients to monitor and