J.P. Morgan Wealth Management – Private Client Advisor - Frisco, TX
On-site · Frisco, Texas, United States
Job Summary
Private Client Advisor in JPMorgan Chase Wealth Management in Frisco, TX who will provide comprehensive financial planning and investment advice to individuals and families, build a book of business, deliver personalized investment solutions, and deepen client relationships using leadership, relationship-building, and digital tools. Focus on educating clients about technology-enabled channels, maintaining an ongoing holistic view of clients’ needs, and collaborating with partners to offer advised solutions. Requires industry licenses (Series 7, Series 66 or equivalents, Life/Health/Long Term Care insurance) and at least 2 years in a financial advisor role, with emphasis on client acquisition, goal-based planning, and fiduciary integrity.
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 is required 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 is required or must be obtained within 60 days of starting in the role as a condition of employment
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