J.P. Morgan Wealth Management – Private Client Advisor - North Dallas, TX
On-site · Dallas, Texas, United States
Dallas, Texas, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions and comprehensive financial planning for individuals and families, focusing on relationship management and leveraging digital channels to help clients monitor, maintain, and manage their investments.
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
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- CFP certification is preferred (optional)
- Bachelor’s degree preferred (optional)
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