JPMorgan Chase
J.P. Morgan Wealth Management - National Branch Personal Advisor - Plano, TX
Plano, TX · Full-time · Posted Aug 25, 2026
- Experience
- At least 3 years preferred; no required years stated.
- Education
- Bachelor’s degree preferred.
About the job
Partners with clients to create personalized financial plans, recommend J.P. Morgan-managed investment portfolios, and provide ongoing financial guidance through scheduled video or phone appointments.
What you'll do
- Develop holistic, goals-based financial plans addressing clients’ short-, medium-, and long-term needs.
- Convert qualified leads into clients and maintain client relationships.
- Educate clients about digital products and advise them on investments, wealth planning, credit, and banking.
What they ask for
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting.
- Must be licensed in all states.
Nice to have
- At least 3 years of relevant financial services or brokerage experience, with a focus on financial planning.
- Bachelor’s degree; CFP.
Model-written summary · the original posting is authoritative