J.P. Morgan Wealth Management – Private Client Advisor - Dallas, TX
On-site · Dallas, Texas, United States
Job Summary
Private Client Advisor with JPMorgan Chase Wealth Management in Dallas, TX, responsible for building a book of business and delivering personalized investment solutions through relationship-management skills. Provide comprehensive financial planning and advice to individuals and families, educate clients on technology and channels for managing investments, and collaborate with partners to deepen client relationships. Requires active licenses (Series 7, Series 66, Life/Health/Long Term Care) and a minimum of 2 years in a financial advisory role, with a focus on goals-based planning and client acquisition. Emphasis on integrity, digital client experience, and adherence to applicable regulatory standards.
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 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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