J.P. Morgan Wealth Management – Private Client Advisor - Arlington and South Tarrant County, TX
On-site · Arlington, Texas, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions to clients and families. Roles emphasize relationship management, client education on digital tools, and holistic financial coaching beyond investments. Requires demonstrated success in client acquisition and ongoing client relationships, a Series 7, and Series 66, with licensure in Life/Health/LTC or plans to obtain within 60 days; CFP certification is preferred and a Bachelor’s degree is preferred. The role notes a focus on strong integrity, understanding financial markets, and leveraging digital channels to enhance the investor experience.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
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