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 role, you will serve as a trusted financial partner to affluent individuals and families, delivering comprehensive planning and advice to help them achieve their long-term goals. As a branch-based advisor, you will leverage J.P. Morgan's world-class resources, including access to sophisticated investment tools, research from our global markets team, and integrated banking solutions, to provide holistic wealth management services. This position is ideal for a client-focused professional passionate about the financial services industry and committed to fostering enduring relationships in the growing Prosper community. Your day-to-day responsibilities will include conducting in-depth client consultations to understand their unique financial situations, crafting personalized strategies that encompass investments, retirement planning, estate management, and tax optimization, and executing trades while ensuring adherence to all regulatory standards. You will actively source new clients through networking, referrals, and targeted outreach, while nurturing existing relationships with regular portfolio reviews and proactive market insights. Collaboration is key; you will work closely with J.P. Morgan's network of experts in lending, philanthropy, and alternative investments to offer seamless, end-to-end solutions that distinguish us in the competitive wealth management landscape. J.P. Morgan Wealth Management is renowned for its client-centric approach and innovative platforms, empowering advisors like you to deliver exceptional value. In Prosper, TX, you will contribute to a dynamic branch environment serving a diverse clientele in one of the nation's fastest-growing affluent areas. We prioritize work-life balance, professional growth, and a culture of inclusion, providing the tools and support needed to thrive. If you are a licensed advisor with a proven track record in financial planning and a drive to exceed client expectations, join us to build a rewarding career at one of the world's leading financial institutions.

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 tailored to client goals, risk tolerance, and life stages
• Prospect, acquire, and retain clients by leveraging J.P. Morgan's resources and conducting seminars or community events
• Conduct thorough financial assessments, including cash flow analysis, portfolio reviews, and retirement projections
• Collaborate with J.P. Morgan specialists in banking, lending, and investment banking to deliver holistic solutions
• Ensure all advisory activities comply with FINRA, SEC, and internal J.P. Morgan policies
• Monitor client portfolios and market conditions to proactively adjust strategies and mitigate risks
• Build long-term relationships through exceptional service, regular check-ins, and educational resources
• Utilize J.P. Morgan's digital tools and analytics to enhance client experiences and decision-making
• Contribute to branch goals by mentoring junior advisors and participating in team initiatives

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 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a branch-based environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently while collaborating with branch teams in a high-volume setting
• Clean regulatory history with no U.S. Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) violations

Preferred Qualifications

• Advanced certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
• Experience with J.P. Morgan Chase's wealth management platforms and tools
• Bilingual proficiency, particularly in Spanish, to serve diverse clients in the Prosper, TX community
• Prior success in generating new business through networking and referrals in affluent markets
• Knowledge of estate planning, retirement strategies, and tax-efficient investing

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and business development
• Analytical thinking and problem-solving
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Time management and prioritization
• Empathy and active listening
• Negotiation and advisory expertise
• Data interpretation and reporting
• Team collaboration
• Adaptability to market 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 6%
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for eligible candidates moving to the Prosper, TX area

JP Morgan Chase is an equal opportunity employer.