J.P. Morgan Wealth Management - Private Client Advisor - Dallas, TX (Hillcrest and University)

Location: Dallas, 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 in Dallas, TX (Hillcrest and University locations). In this role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment planning and retirement strategies to estate planning and philanthropic goals. This branch-based position offers the opportunity to build meaningful, long-term relationships while contributing to the growth of one of the world's leading financial institutions. Your primary focus will be on understanding clients' financial objectives, risk profiles, and life goals to create personalized investment portfolios and advisory plans. You will collaborate with J.P. Morgan's network of specialists to provide access to exclusive products, such as alternative investments, private banking services, and customized lending solutions. In the dynamic Dallas market, you will engage in proactive client outreach, including seminars and networking events, to attract and retain high-net-worth clients. Compliance and ethical standards are paramount, ensuring all recommendations align with regulatory requirements and J.P. Morgan's commitment to integrity. Success in this role requires a passion for financial advising, exceptional interpersonal skills, and a drive to exceed client expectations. You will thrive in a supportive team environment that values innovation and professional growth, with opportunities for advancement within J.P. Morgan Wealth Management. If you are a licensed professional with a proven track record in client-focused financial services, join us to empower clients in achieving their financial aspirations while advancing your career at a premier global firm.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct comprehensive needs assessments and recommend tailored investment portfolios using J.P. Morgan's proprietary tools
• Collaborate with internal teams, including investment specialists and estate planners, to deliver holistic wealth management solutions
• Prospect and acquire new clients through networking, referrals, and community engagement in the Dallas area
• Ensure all advisory services comply with SEC, FINRA, and J.P. Morgan's internal regulatory standards
• Monitor client portfolios and provide ongoing performance reviews and adjustments based on market conditions
• Educate clients on J.P. Morgan's suite of products, including banking, lending, and alternative investments
• Participate in branch events and initiatives to promote J.P. Morgan Wealth Management services

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Dallas, TX, with flexibility for client meetings

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 in English and Spanish, given the Dallas market demographics
• Previous success in generating new business and achieving sales targets in private banking

Required Skills

• Financial analysis and portfolio management
• Investment strategy development
• Client relationship building and retention
• Regulatory compliance knowledge (SEC, FINRA)
• Sales and business development
• Risk assessment and management
• Communication and presentation skills
• Analytical thinking and problem-solving
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan platforms)
• Time management and organizational skills
• Empathy and active listening
• Negotiation and advisory expertise
• Market trend analysis
• Team collaboration
• Ethical decision-making

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• 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 tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Dallas, TX

JP Morgan Chase is an equal opportunity employer.