Wealth Management Private Client Advisor

JPMorgan Chase; McKinney (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase in McKinney, Texas seeks a Private Client Advisor in Chase Wealth Management to provide financial planning and advice for clients. Ideal candidates will have at least 2 years of financial advisory experience and hold requisite licenses.

This role focuses on building relationships and understanding clients' financial needs, requiring a blend of sales and advisory skills. Embrace digital technology and partner referrals to enhance the client experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business delivering personalized investment solutions.
• Champion teammates' success and foster a diverse culture.
• Provide a holistic view of clients' needs beyond investments.

Skills

Client acquisition

Financial planning and advice

Relationship management

Financial markets understanding

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase in McKinney, Texas seeks a Private Client Advisor in Chase Wealth Management to provide financial planning and advice for clients. Ideal candidates will have at least 2 years of financial advisory experience and hold requisite licenses.

This role focuses on building relationships and understanding clients' financial needs, requiring a blend of sales and advisory skills. Embrace digital technology and partner referrals to enhance the client experience.