JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Flower Mound, TX
Flower Mound, TX · Full-time · Posted Oct 20, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions through a relationship-management focus.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Educate clients about available technology and channels, and provide financial coaching beyond investments.
- Support teammates and bank goals while fostering diversity and delivering client-focused service.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, developing and maintaining relationships, and working with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Valid, active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses must be active or obtained within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative