J.P. Morgan Wealth Management - National Branch Personal Advisor - Plano, TX

Location: Plano, TX, United States

Job Family: Sales/Mktg Global Population

About the Role

At J.P. Morgan Wealth Management, we are seeking a National Branch Personal Advisor to join our dynamic team in Plano, TX. In this role, you will leverage your expertise in financial advising to guide clients toward their financial aspirations through innovative digital channels. As a key member of our national branch network, you will deliver personalized wealth management solutions, drawing on J.P. Morgan's renowned investment research and global resources. This position is ideal for professionals passionate about empowering individuals and families to navigate their financial futures in a virtual setting, combining the prestige of a leading global bank with the flexibility of remote client engagement. Your primary focus will be on building meaningful client relationships via video consultations, phone advisory sessions, and online platforms. You will assess clients' financial goals, risk tolerance, and life objectives to recommend bespoke strategies, including diversified portfolios, retirement planning, and tax-efficient investments. Collaborating with J.P. Morgan's extensive network of specialists, you will ensure clients access the full spectrum of our wealth management offerings, from J.P. Morgan ETFs to customized advisory services. Compliance and client-centric service are at the heart of everything you do, upholding the highest standards of integrity in line with FINRA and SEC regulations. This role offers the opportunity to thrive in a supportive environment that values innovation and professional growth. With access to cutting-edge digital tools like the J.P. Morgan Wealth Plan app, you will stay ahead in the evolving financial services landscape. Join us to make a tangible impact on clients' lives while advancing your career at one of the world's most respected financial institutions.

Key Responsibilities

• Provide personalized financial advice to clients virtually, helping them achieve their wealth-building goals through tailored investment strategies
• Conduct virtual consultations and digital meetings to assess client needs, recommend J.P. Morgan investment solutions, and develop comprehensive financial plans
• Build and maintain long-term client relationships by delivering exceptional service and proactive outreach via phone, video, and online platforms
• Analyze client financial situations, including retirement planning, estate strategies, and risk management, to offer suitable products like mutual funds, ETFs, and annuities
• Ensure all advisory activities comply with SEC, FINRA, and J.P. Morgan Chase regulatory requirements
• Collaborate with branch teams and internal partners to support client referrals and holistic wealth management services
• Track and report on client portfolio performance, making adjustments based on market conditions and client objectives
• Educate clients on digital tools and resources available through J.P. Morgan's Wealth Plan platform
• Identify opportunities to expand client relationships by cross-selling banking and lending products
• Maintain accurate records of client interactions and transactions in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 2 years of experience in financial advising, wealth management, or client-facing sales roles
• Strong understanding of investment products, financial planning, and regulatory compliance in the financial services industry
• Proven track record of meeting sales targets and building client relationships
• Excellent communication skills with the ability to explain complex financial concepts clearly
• Ability to work independently in a remote or digital environment while adhering to J.P. Morgan Chase standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with digital advisory platforms or virtual client engagement tools
• Background in retail banking or wealth management at a major financial institution
• Familiarity with J.P. Morgan Chase's wealth management products and services
• Bilingual proficiency to serve diverse client populations

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship management
• Digital communication and virtual presentation skills
• Regulatory compliance and risk assessment
• Sales and negotiation techniques
• Financial planning software proficiency (e.g., CRM tools like Salesforce)
• Analytical thinking and problem-solving
• Active listening and empathy for client needs
• Time management in a fast-paced environment
• Adaptability to market changes and digital trends
• Data interpretation from financial reports
• Ethical decision-making in advisory roles
• Team collaboration across virtual platforms
• Basic cybersecurity awareness for handling sensitive client data

Benefits

• Competitive base salary plus performance-based incentives 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 opportunities, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness programs
• Hybrid work flexibility and modern digital tools for remote advising
• Wellness benefits, including gym memberships and mental health support through J.P. Morgan's employee assistance program

JP Morgan Chase is an equal opportunity employer.