J.P. Morgan Wealth Management – Investment Professional

Location: Plano, TX, United States

Job Family: Client Operations

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Investment Professional to join our dynamic team in Plano, TX. This role offers an exciting opportunity to embark on a career path in financial advising, where you will guide clients toward their financial aspirations through tailored investment strategies. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's vast resources, including proprietary research and global market insights, to deliver exceptional value to high-net-worth individuals and families. In this client operations-focused position, you will play a pivotal role in fostering trust and driving portfolio growth while navigating the complexities of the financial services industry. Your primary responsibilities will include conducting in-depth financial needs assessments, recommending diversified investment portfolios from J.P. Morgan's comprehensive suite of products, and providing proactive advice on market trends and risk management. You will collaborate closely with cross-functional teams to integrate wealth management with J.P. Morgan's banking and lending services, ensuring a holistic approach to client success. Additionally, you will be supported in obtaining essential securities licenses such as Series 7 and 66, enabling you to expand your expertise and contribute to the firm's commitment to regulatory excellence and client protection. We value professionals who thrive in a collaborative environment and are passionate about empowering clients to achieve long-term financial security. This position in Plano, TX, offers exposure to a diverse client base in a growing metropolitan area, with opportunities for career advancement within J.P. Morgan's prestigious Wealth Management division. If you are ready to make a meaningful impact in the financial lives of others, join us in redefining wealth management at J.P. Morgan Chase.

Key Responsibilities

• Assist clients in developing personalized investment strategies to achieve their financial goals
• Conduct comprehensive financial assessments and recommend suitable investment products from J.P. Morgan's offerings
• Monitor client portfolios, provide ongoing performance updates, and adjust strategies based on market conditions
• Build and maintain long-term relationships with high-net-worth individuals and families
• Collaborate with J.P. Morgan teams to deliver integrated wealth management solutions including banking and lending
• Ensure all advisory activities comply with regulatory requirements and J.P. Morgan's risk management policies
• Pursue and obtain necessary securities licenses through firm-sponsored training programs
• Educate clients on investment opportunities, risks, and J.P. Morgan's proprietary research insights
• Participate in client acquisition efforts through networking and referrals within the Plano community
• Contribute to team goals by sharing market intelligence and supporting junior advisors

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Active pursuit or willingness to obtain Series 7 and Series 66 securities licenses
• Minimum of 2 years of experience in financial services, client-facing roles, or wealth management
• Strong understanding of investment products, financial planning, and market dynamics
• Excellent communication skills with the ability to build rapport with diverse clients
• Proficiency in financial software and tools such as CRM systems and portfolio management platforms
• Commitment to ethical standards and compliance with FINRA and SEC regulations

Preferred Qualifications

• Existing FINRA Series 7 and 66 licenses
• Experience in J.P. Morgan Chase's Wealth Management division or similar high-net-worth advisory roles
• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Proven track record of client portfolio growth and retention in competitive financial markets
• Bilingual proficiency to serve diverse client bases in the Plano, TX area

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, ETFs, mutual funds)
• Client relationship management
• Regulatory compliance (FINRA, SEC)
• Risk assessment and mitigation
• Market research and economic forecasting
• CRM software proficiency (e.g., Salesforce)
• Presentation and public speaking
• Analytical problem-solving
• Time management and prioritization
• Active listening and empathy
• Negotiation and persuasion
• Data interpretation from financial reports
• Team collaboration in fast-paced environments
• Adaptability to evolving financial regulations

Benefits

• Competitive base salary plus performance-based bonuses and commissions
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including license sponsorship and tuition reimbursement
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at the Plano campus
• Relocation assistance for eligible candidates moving to the Plano, TX area

JP Morgan Chase is an equal opportunity employer.