J.P. Morgan Wealth Management – Private Client Advisor - Argyle, Flower Mound, Highland Village and Lantana, TX
On-site · Highland Village, Texas, United States or Flower Mound, Texas, United States
Job Summary
Private Client Advisor within Chase Wealth Management tasked with building a book of business and delivering personalized investment solutions and financial planning to individuals and families. Responsibilities include relationship management, client education on digital channels, leveraging partner referrals, maintaining client relationships, and providing a holistic view of clients’ needs. Requires Series 7 and Series 66 (63/65) licenses (or obtain within 60 days), Life/Health/Long-Term Care license (or obtain within 60 days), and typically a Bachelor's degree (CFP preferred). Roles are based in Argyle, Flower Mound, Highland Village, and Lantana, TX, and are full-time with a focus on client service, trust, and adherence to fiduciary standards.
Required 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
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- Bachelor's degree preferred
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