J.P. Morgan Wealth Management – Private Client Advisor - Flower Mound, TX

JPMorgan Chase & Co. • Flower Mound, TX

2d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting clients ranging from those beginning to save to those with significant wealth. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners, deepening client relationships. Representing the J.P. Morgan Chase brand, you will use the firm’s investment products, thought leadership, and digital technology to help clients meet their financial needs.

The role focuses on building and managing client relationships rather than managing portfolios. You will build a book of business, provide holistic financial coaching beyond investments, and help clients use digital channels and technology to monitor and manage their finances. You will also support teammates and contribute to a diverse, inclusive culture.

Requirements

• 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.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or must obtain it within 60 days of starting as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license, or must obtain it within 60 days of starting as a condition of employment.

Nice To Haves

• Certified Financial Planning (CFP®) certification.
• Bachelor’s degree.

Responsibilities

• Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions, emphasizing relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about the technology and channels available to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations and help clients become more digitally confident so they can bank when, where, and how they want.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed