J.P. Morgan Wealth Management – Private Client Advisor - Plano, TX
On-site · Plano, Texas, United States
Job Summary
Private Client Advisor in JPMorgan Chase’s Wealth Management team in Plano, TX will build a book of business and deliver personalized investment solutions to individuals and families, leveraging relationship-building skills, leadership, and digital tools to enhance the investor experience and deepen client relationships. The role emphasizes comprehensive financial planning and advice, a broad understanding of financial markets, integrity, and the ability to educate clients on technology and channels to monitor and manage their investments, with collaboration across partners.
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
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