J.P. Morgan Wealth Management – Private Client Advisor - North Tarrant County, TX
On-site · Colleyville, Texas, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families. Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management rather than portfolio management. Demonstrate deep understanding of financial markets, integrity, and the ability to educate clients on digital tools to monitor and manage investments. Embrace digital innovations to enable clients to bank anytime, anywhere, and collaborate with partners to deepen client relationships. The role requires leveraging leadership and relationship-building skills to drive client acquisition and ongoing advisory services; a valid Series 7 and Series 66 or counterparts are required, along with Life, Health, and Long Term Care licenses, with potential attainment within 60 days.
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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