J.P. Morgan Wealth Management - Private Client Advisor - Grand Prairie, TX (South Carrier Pkwy and I20)

Location: Grand Prairie, 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 dynamic team at the Grand Prairie, TX branch located at South Carrier Pkwy and I20. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive financial planning and personalized wealth management solutions. As a key member of our Wealth Management team, you will help clients navigate their financial journeys, from retirement planning and investment strategies to estate and legacy planning, all while leveraging J.P. Morgan's world-class resources and expertise in the financial services industry. Your primary focus will be on building and nurturing long-term client relationships by understanding their unique goals, risk profiles, and life circumstances. You will conduct in-depth consultations, recommend tailored investment portfolios using J.P. Morgan's proprietary tools and products, and provide ongoing support to ensure clients' financial objectives are met. Collaboration with branch bankers and specialists will be essential to uncover opportunities for holistic advice, including lending and banking integration. In the vibrant Grand Prairie community, you will also engage in local networking to grow your client base and contribute to J.P. Morgan's reputation as a leader in personalized wealth advisory. Success in this role requires a client-centric approach, deep knowledge of financial markets, and adherence to the highest standards of ethics and compliance. You will thrive in a fast-paced environment where your ability to drive asset growth and client satisfaction directly impacts your rewards. J.P. Morgan Wealth Management offers unparalleled support through cutting-edge technology, continuous training, and a collaborative culture that empowers advisors to excel. If you are passionate about helping families achieve financial security and are ready to make a meaningful impact in the heart of Texas, join us to advance your career in one of the world's most prestigious financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Prospect, develop, and retain a portfolio of high-net-worth clients within the Grand Prairie branch at South Carrier Pkwy and I20
• Conduct client meetings to assess financial goals, risk tolerance, and recommend tailored investment strategies using J.P. Morgan products
• Collaborate with branch teams to identify referral opportunities from banking clients and expand relationships
• Ensure all advisory activities comply with J.P. Morgan's policies, FINRA, and SEC regulations
• Monitor client portfolios, deliver performance updates, and adjust strategies based on market conditions
• Educate clients on J.P. Morgan's suite of services, including retirement planning, estate planning, and lending solutions
• Participate in community events in Grand Prairie to build brand awareness and generate leads
• Maintain accurate records in CRM systems and adhere to documentation standards for audits
• Mentor junior advisors and contribute to branch goals for client satisfaction and asset growth

Required Qualifications

• Bachelor's degree in finance, business administration, 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 a retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting and engage with diverse client demographics
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working in a J.P. Morgan Chase branch or similar high-volume financial institution
• Bilingual proficiency, particularly in Spanish, to serve the diverse community in Grand Prairie, TX
• Demonstrated success in asset gathering and portfolio management exceeding $10M AUM
• Familiarity with J.P. Morgan's wealth management platforms and tools

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC, CFPB)
• Risk assessment and mitigation
• Sales and prospecting techniques
• Communication and presentation skills
• CRM software proficiency (e.g., Salesforce)
• Analytical thinking and problem-solving
• Time management and organizational skills
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend analysis
• Team collaboration
• Cultural sensitivity for diverse client base

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance if applicable, and commuter benefits for the Grand Prairie location

JP Morgan Chase is an equal opportunity employer.