J.P. Morgan Wealth Management – Private Client Advisor - Argyle, Coppell, Lantana and Flower Mound, TX

Location: Argyle, TX, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our branch teams in Argyle, Coppell, Lantana, and Flower Mound, TX. As a Private Client Advisor, you will play a pivotal role in helping individuals and families achieve their financial aspirations through comprehensive planning and personalized advice. Drawing on J.P. Morgan's renowned expertise and global resources, you will deliver holistic wealth management solutions tailored to the unique needs of high-net-worth clients in the dynamic Dallas-Fort Worth region. This branch-based role emphasizes building trust-based relationships while leveraging our industry-leading investment research and tools to drive client success. Your primary focus will be on understanding clients' financial objectives, from retirement and education funding to estate preservation and philanthropy. You will conduct in-depth assessments, recommend diversified investment portfolios, and provide ongoing guidance amid market fluctuations. Collaborating with J.P. Morgan specialists in areas like lending, trusts, and sustainable investing, you will ensure seamless, integrated service delivery. Success in this role requires a client-first mindset, where ethical advice and transparency are paramount, all while navigating the regulatory landscape of the financial services industry. In addition to client-facing responsibilities, you will engage in proactive business development, cultivating referrals from local networks and community events to grow your practice. J.P. Morgan Wealth Management offers a supportive environment with robust training, cutting-edge technology, and a commitment to your professional growth. If you are passionate about empowering clients' financial futures and thrive in a collaborative, high-performance culture, this opportunity allows you to contribute to one of the world's most respected financial institutions while advancing your career in wealth advisory.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families in the Argyle, Coppell, Lantana, and Flower Mound areas
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Recommend tailored investment strategies, including J.P. Morgan's suite of wealth management products such as mutual funds, ETFs, and alternative investments
• Conduct comprehensive financial reviews, including retirement planning, estate planning, and tax-efficient strategies
• Prospect and acquire new clients through networking, referrals, and community engagement in local Texas branches
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Collaborate with branch teams and specialists to deliver holistic wealth management solutions
• Monitor client portfolios and provide ongoing performance updates and adjustments
• Educate clients on market trends and J.P. Morgan's research-driven insights
• Achieve individual and team sales goals while prioritizing client-centric service

Required Qualifications

• Bachelor's degree in finance, business, economics, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in the financial services industry
• Strong understanding of investment products, financial planning, and regulatory compliance
• Ability to work in a branch-based environment serving high-net-worth individuals and families
• Clean U4 record and adherence to FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Texas communities
• Prior success in generating new business and achieving sales targets in a competitive market
• Knowledge of local economic trends in the Dallas-Fort Worth area

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, alternatives)
• Client relationship management
• Sales and business development
• Regulatory compliance (FINRA, SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and persuasion
• Market research and economic analysis
• Team collaboration
• Adaptability to client needs and market changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including access to J.P. Morgan's internal training and certification support
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym reimbursements and mental health support
• Relocation assistance for eligible roles and commuter benefits

JP Morgan Chase is an equal opportunity employer.