J.P. Morgan Wealth Management - Private Client Advisor - Grand Prairie, TX (South Carrier Pkwy and I20)
- 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
- 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
- Certified Financial Planning (CFP) certification is preferred
- Bachelor’s degree preferred
- NOT FDIC INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
- SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Recommended Jobs
QA and Support Engineer
QA + Support Engineer at Apkudo – Where Innovation Meets Fun! Location: Dallas, TX - Onsite Salary: $70,000 - $85,000 At Apkudo , we make sense of the chaos in the connected device world. …
Data Analyst (R2)
Location: Fort Cavazos (Killeen), Texas Company: Lucayan Technology Solutions LLC Clearance: Secret (must be able to obtain and maintain) Employment Type: Full-time, on-site Job Summary…
Senior Analyst, Fundamentals - Power
Summary The Senior Analyst, Power Fundamentals is responsible for assisting the development and management of North American supply, demand, infrastructure, and price forecasting in support of tra…
Texas - Self Storage Managers and Associate Managers
Join Our Talent Pool for Future Opportunities in the Self-Storage Industry! Are you passionate about the self-storage industry and looking for an exciting career opportunity? While we may not have …
Partnerships Advisor - Low Carbon Data Centers
About us At ExxonMobil, our vision is to lead in energy innovations that advance modern living and a net-zero future. As one of the world's largest publicly traded energy and chemical companies, w…
Project Manager II - K12
Life at PE Perkins Eastman is a global architectural design practice with expertise in all aspects of the built environment, working at all scales, and at every level of detail. With studios in 24 lo…
Networking and Industrial Controls Systems Engineer (Cybersecurity) (REMOTE)
Networking and Industrial Controls Systems Engineer (Cybersecurity) Siemens Industry – Process Automation (PA): The PA business unit has an Industrial Networking/Cyber Security Engineer position o…
Director of Nursing - Registered Nurse
At Care Options for Kids, we bring love, light, and laughter into the homes and communities we serve. We are committed to providing the highest possible quality of service and excellence in every way…
HR Manager
HR Manager – Shaping Work, Elevating People Location: North Houston (Hybrid) Some HR roles are about policies. This one is about people. We’re looking for an HR Manager who can lead with hear…