JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Tyler, TX
Tyler, TX · Full-time · Posted Oct 5, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and offering tailored solutions and referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Educate clients about financial markets, goals-based planning, and digital tools; provide financial coaching beyond investments.
- Support teammates and bank goals while fostering diversity and acting with integrity in clients’ best interests.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship development, and working with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative