J.P. Morgan Wealth Management - Private Client Advisor - Plano, TX (Parker Tollway)

Location: Plano, 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 Parker Tollway branch in Plano, TX. In this branch-based role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions that align with their unique financial objectives. Leveraging J.P. Morgan's global resources and innovative platforms, you will help clients navigate complex investment landscapes, from diversified portfolios to retirement planning and estate strategies. This position offers the opportunity to build lasting relationships in the thriving Dallas-Fort Worth community while contributing to J.P. Morgan's mission of empowering clients to achieve their financial aspirations. As a Private Client Advisor, your primary focus will be on understanding client needs through in-depth consultations and crafting personalized financial plans that incorporate J.P. Morgan's suite of services, including investment management, banking integration, and access to exclusive market insights. You will proactively engage with prospects through local networking events, client referrals, and educational seminars, driving business growth in the Plano market. Collaboration with internal experts in areas like lending and philanthropy will enable you to provide holistic advice, ensuring clients receive seamless, high-touch service that sets J.P. Morgan apart in the competitive financial services industry. Success in this role requires a client-first mindset, combined with deep expertise in financial advisory practices and a commitment to ethical standards. You will monitor portfolio performance, adapt strategies to evolving market conditions, and maintain rigorous compliance with all applicable regulations. J.P. Morgan Wealth Management provides robust support, including cutting-edge technology and ongoing training, to help you excel. If you are passionate about wealth management and ready to make a meaningful impact in Plano, TX, join our team and advance your career with one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families at the Parker Tollway branch in Plano, TX
• Develop and implement comprehensive wealth management strategies tailored to client goals, risk tolerance, and life stages
• Prospect, acquire, and retain clients through relationship-building, seminars, and community engagement in the local Plano market
• Conduct regular portfolio reviews and adjust investment recommendations to optimize performance and align with market conditions
• Collaborate with J.P. Morgan specialists in banking, lending, and trust services to deliver holistic financial solutions
• Ensure compliance with all regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies
• Educate clients on J.P. Morgan Wealth Management offerings, such as alternative investments and sustainable investing options
• Monitor economic trends and market developments to proactively advise clients on opportunities and risks
• Maintain accurate client records in J.P. Morgan's proprietary systems and prepare detailed financial reports
• Foster a client-centric culture by delivering exceptional service and achieving high satisfaction metrics

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active Series 7 and Series 66 (or 63 and 65) licenses, or ability to obtain within 120 days of hire
• Minimum of 3 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 independently in a branch-based setting while collaborating with team members
• Residency in or willingness to relocate to the Plano, TX area

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services or similar large financial institutions
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in the Dallas-Fort Worth area
• Previous success in generating new business through networking and referrals in wealth management
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship management
• Regulatory compliance knowledge (FINRA, SEC)
• Financial planning software proficiency (e.g., MoneyGuidePro or similar)
• Sales and business development
• Risk assessment and mitigation
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and persuasion
• Data interpretation from market reports
• Team collaboration
• Adaptability to economic changes

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 up to 5% of salary
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for certifications like CFP
• Employee stock purchase plan and access to J.P. Morgan's employee investment tools
• Wellness programs with gym memberships, mental health support, and financial wellness coaching
• Relocation assistance for eligible candidates moving to the Plano, TX area

JP Morgan Chase is an equal opportunity employer.