J.P. Morgan Wealth Management – Private Client Advisor - Greater Arlington, TX
On-site · Arlington, Texas, United States
Job Summary
Private Client Advisor in Chase Wealth Management delivers comprehensive financial planning and investment solutions to individuals and families, building a book of business through relationship management and client-centric service. The role emphasizes educating clients on technology and digital channels, providing a holistic view of clients’ needs beyond investments, and leveraging leadership and collaboration with partners. Required licenses include Series 7 and Series 66 (or obtain within 60 days), plus Life/Health/Long Term Care licenses (or obtain within 60 days). A Bachelor’s degree is preferred, and CFP certification is preferred. The position operates within Arlington, TX, and focuses on delivering personalized investment solutions with an emphasis on client relationships and goals-based planning.
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 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
Desired Qualifications
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
- A valid and active Series 7 license is required
- 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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