Chase · 2 hours ago
J.P. Morgan Wealth Management - Private Client Advisor in Licensing - Frisco, TX (Preston and Lebanon)
4998 Preston Rd, Frisco, TX, 75034, US
Full-time
Onsite
Entry Level
1+ years expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As a Private Client Advisor in J.P. Morgan Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, providing an exceptional investor experience and building client relationships.
BankingFinancial Services
Responsibilities
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients’ needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Qualification
Required
At least 1 year in a Banker role or equivalent experience in financial services
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
A valid and active Series 7 and 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
Unlicensed or individuals without a Series 7 will hold the Financial Advisor in Licensing title until licensing is obtained within required timeframe
Preferred
Bachelor's degree preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
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