Wealth & Relationship Advisor for Private Clients

Fairygodboss; Plano (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in the Chase Wealth Management division is seeking a Private Client Advisor to deliver comprehensive financial planning and wealth guidance to individuals and families.

You will build trusted relationships, provide advised solutions, and collaborate with partners to deepen client connections. Required qualifications include at least 2 years in a financial advisory role, strong client acquisition skills, and active Series 7 and Series 66 licenses; Life, Health and LTC licenses

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.

Responsibilities

• Champion and support teammates' success and the goals of the bank, while fostering a culture of diversity.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity and ethics

Excellent communication

Series 7

Series 66

Life/Health/LTC licenses

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase in the Chase Wealth Management division is seeking a Private Client Advisor to deliver comprehensive financial planning and wealth guidance to individuals and families.

You will build trusted relationships, provide advised solutions, and collaborate with partners to deepen client connections. Required qualifications include at least 2 years in a financial advisory role, strong client acquisition skills, and active Series 7 and Series 66 licenses; Life, Health and LTC licenses