J.P. Morgan Wealth Management – Private Client Advisor - Fort Worth, TX
On-site · Fort Worth, Texas, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to individuals and families. You provide comprehensive financial planning and advice, rely on leadership and relationship-building skills, and help clients monitor and access investments through digital channels. Requires Series 7, Series 66, and Life/Health/LTC licenses (or the ability to obtain within 60 days); 2+ years in a financial advisory role; opportunity to collaborate with partners and educate clients on technology-enabled banking and investment platforms; Bachelor’s degree preferred. Fort Worth, TX; full-time position.
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 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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