J.P. Morgan Wealth Management – Private Client Advisor - Carrollton, TX - Bilingual English and Mandarin Preferred
On-site · Carrollton, Texas, United States
Job Summary
Private Client Advisor in JPMorgan Chase Wealth Management focused on delivering comprehensive financial planning and investment solutions to individuals and families. Responsibilities include building a book of business, delivering relationship-based service, leveraging leadership and partnerships to deepen client relationships, educating clients on digital channels and technology, maintaining integrity in all client interactions, and collaborating with bank referrals to meet client needs. The role emphasizes strong client relationships, knowledge of financial markets, and a commitment to goals-based planning and personalized financial coaching.
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 license (63/65) or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment
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