J.P. Morgan Wealth Management – Private Client Advisor - Tyler, TX
On-site · Tyler, Texas, United States
Tyler, Texas, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
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 to individuals and families. You will rely on leadership and relationship-building to provide an excellent investor experience, educate clients on technology and channels to monitor and manage investments, and offer holistic financial coaching beyond investments. The role emphasizes client acquisition, servicing, and collaboration with partners to deepen client relationships.
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
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
- Preferred: Certified Financial Planner (CFP) certification
- Bachelor’s degree preferred
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