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

JPMorganChase • Irving, TX

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About The Position

As a Private Client Advisor in Chase Wealth Management, you provide comprehensive financial planning and advice to individuals and families, supporting clients ranging from those beginning to save to those with significant wealth. You deliver an exceptional investor experience by providing advised solutions and referring clients to Chase partners to deepen relationships. You represent the J.P. Morgan Chase brand and use its investment products, thought leadership, and digital technology to help clients meet their financial needs. The role emphasizes relationship management rather than portfolio management.

Investment and insurance products are not FDIC insured, are not insured by any federal government agency, are not deposits or other obligations of or guaranteed by JPMorgan Chase Bank, N.A. or its affiliates, and are subject to investment risks, including possible loss of principal. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser and member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products are not available in all states.

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 ability to obtain it within 60 days of starting in the role as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license, or ability to obtain it within 60 days of starting in the role as a condition of employment.

Nice To Haves

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

Responsibilities

• Champion and support teammates’ success and bank goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions, focusing consistently on relationship management rather than portfolio management.
• Demonstrate understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about technology and channels that help them monitor, maintain, and manage 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.

What This Job Offers

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