J.P. Morgan Wealth Management – Private Client Advisor - Prosper, TX

Location: Prosper, 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 Prosper, TX branch. In this client-centric 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 strategies to retirement and legacy planning. As a key member of our branch team, you will embody our commitment to excellence, integrity, and innovation in the financial services industry, fostering long-term relationships that drive both client success and business growth in the dynamic Texas market. Your primary focus will be on understanding clients' financial objectives, risk profiles, and life goals to craft personalized plans using J.P. Morgan's sophisticated tools and investment products. This includes recommending diversified portfolios, integrating Chase banking services for seamless liquidity management, and coordinating with specialists for advanced needs like private equity or philanthropy. You will actively engage in business development, cultivating referrals from local networks in Prosper and surrounding areas, while ensuring all advice adheres to the highest regulatory standards. Success in this role requires a blend of technical acumen and interpersonal finesse to build trust and deliver measurable value. J.P. Morgan Wealth Management offers an unparalleled platform for professional growth, with access to cutting-edge research, training, and a collaborative culture that empowers advisors to thrive. In Prosper, TX, you will contribute to a vibrant team environment while enjoying the benefits of working in a high-growth region. If you are passionate about empowering clients' financial futures and ready to elevate your career with one of the world's leading financial institutions, this opportunity at J.P. Morgan Chase is for you.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Prosper, TX branch
• Develop and implement comprehensive wealth management strategies, including retirement planning, estate planning, and tax optimization
• Prospect, acquire, and retain clients through networking, referrals, and community engagement in the local Texas market
• Conduct client meetings to assess financial goals, risk tolerance, and recommend tailored investment portfolios
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Monitor client portfolios, adjust strategies based on market conditions, and ensure compliance with SEC and FINRA regulations
• Educate clients on J.P. Morgan's suite of products, including Chase Wealth Management and Private Bank offerings
• Maintain accurate records in CRM systems and prepare reports on client assets under management
• Participate in branch events and professional development to enhance advisory capabilities
• Drive business growth by identifying cross-selling opportunities within J.P. Morgan Chase ecosystem

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing 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
• Clean regulatory history with no UCR or U5 disclosures

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients or families in the Texas market
• Familiarity with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish to serve diverse client bases in Prosper, TX
• Prior success in asset gathering and portfolio management exceeding $50M AUM

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC, FINRA)
• 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 organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend analysis
• Tax and estate planning basics
• Team collaboration and networking

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 6%
• 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 with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to the Prosper, TX area

JP Morgan Chase is an equal opportunity employer.