J.P. Morgan Wealth Management – Private Client Advisor - Irving and Grand Prairie, TX
On-site · Irving, Texas, United States or Grand Prairie, Texas, United States
Job Summary
Private Client Advisor in Chase Wealth Management delivering comprehensive financial planning and investment guidance to individuals and families. Build a book of business and provide personalized investment solutions, leveraging leadership and relationship-building to foster client relationships. Drive client education on technology and digital channels to monitor and manage investments; provide holistic financial coaching beyond investments; collaborate with partners and rely on digital innovations to enable clients to bank whenever and wherever they want.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Series 7 license (active)
- Series 66 license (63/65) active or must be obtained within 60 days of starting
- Life, Health and Long Term Care Insurance license active or must be obtained within 60 days of starting
- Preferred CFP certification (not required)
- Bachelor’s degree preferred
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