JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - North Richland Hills, TX
North Richland Hills, TX · Full-time · Posted Oct 9, 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, builds client relationships and a book of business, and connects clients with advised solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, with a focus on relationship management rather than portfolio management.
- Provide holistic financial coaching and goals-based advice, and educate clients about digital tools and channels.
- Support teammates and bank goals while fostering diversity and delivering strong client service.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Valid and active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative