J.P. Morgan Wealth Management – Private Client Advisor - Downtown Dallas, TX
On-site · Dallas, Texas, United States
Job Summary
Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. Build a book of business and deliver personalized investment solutions with a focus on relationship management, using leadership and client relationship-building skills. Demonstrate deep understanding of financial markets, integrity, and ability to educate clients on technology and channels to monitor and manage investments. Embrace digital innovations to enable clients to bank where, how, and when they want, while offering holistic financial coaching beyond investments.
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
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.