J.P. Morgan Wealth Management – Private Client Advisor - Garland, TX
On-site · Garland, 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, leveraging leadership and relationship-building skills, and embracing digital innovations to help clients monitor, maintain, and handle their investments. The role emphasizes offering comprehensive financial planning and advice, partnering with Chase referrals, and educating clients on technology and channels to achieve an exceptional investor experience while upholding integrity and client-centric service.
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
- 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
- Bachelor's degree preferred
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