Wealth Planning Advisor: Personal Finance & Relationships

Aumni; Lewisville (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build relationships, offer advised solutions, and leverage partner referrals to deepen client engagement.

Responsibilities center on relationship management, understanding markets, and delivering holistic financial coaching while upholding integrity and fiduciary standards in a dynamic, client-focused environment.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven success in client acquisition and maintaining client relationships
• Commitment to goals-based planning and advice
• Active Series 7 license
• Active Series 66 (63/65) license or must be obtained within 60 days
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days

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 clients through relationship-building
• Demonstrate deep understanding of financial markets and sound business judgement
• Exhibit uncompromising integrity and client-first mindset
• 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 be digitally confident and bank how they want

Skills

Client Acquisition

Relationship Building

Goals-based Planning

Financial Markets

Integrity & Ethics

Digital Literacy

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build relationships, offer advised solutions, and leverage partner referrals to deepen client engagement.

Responsibilities center on relationship management, understanding markets, and delivering holistic financial coaching while upholding integrity and fiduciary standards in a dynamic, client-focused environment.