Wealth Relationship Advisor: Private Client Planning

Testing Site - JPMC; Carrollton (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Texas is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will build client relationships and deliver personalized solutions through Chase Wealth Management.

The role emphasizes client-centric service, strong integrity, and collaboration with partners. A Series 7 (and 66) license and Life, Health and Long Term Care insurance licensing are required or must be obtained within 60 days of starting.

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.

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 your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client relationship management

Financial planning

Relationship-building

Education

Bachelor's degree

Job description

J.P. Morgan Chase in Texas is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families. You will build client relationships and deliver personalized solutions through Chase Wealth Management.

The role emphasizes client-centric service, strong integrity, and collaboration with partners. A Series 7 (and 66) license and Life, Health and Long Term Care insurance licensing are required or must be obtained within 60 days of starting.