Private Client Advisor: Build Wealth & Relationships

Fairygodboss; Fredericksburg (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Financial Advisor to build and maintain client relationships while delivering personalized investment solutions. The role emphasizes client acquisition, financial literacy, and a commitment to integrity in all interactions.

This position requires active licenses and a track record of success in wealth management, with a focus on a holistic financial approach and digital-enabled service delivery for clients across channels.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care license or must be obtained within 60 days of starting in the role as a condition of employment.
• Strong client acquisition and relationship management skills.
• Bachelor's degree preferred.

Responsibilities

• Champion and support teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that guides doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be more digitally confident and bank how they want.

Skills

Client acquisition

Relationship building

Financial analysis

Integrity

Industry knowledge

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care license

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Financial Advisor to build and maintain client relationships while delivering personalized investment solutions. The role emphasizes client acquisition, financial literacy, and a commitment to integrity in all interactions.

This position requires active licenses and a track record of success in wealth management, with a focus on a holistic financial approach and digital-enabled service delivery for clients across channels.