Private Client Advisor - Build Wealth & Relationships

JPMorgan Chase & Co.; New Braunfels (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co., a premier private client advisory institution, seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build trusted client relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement.

You will guide clients through financial planning, educate them on digital tools, and help them monitor investments while maintaining the highest level of

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license and Series 66 (63/65) license or must be obtained within 60 days of starting in the role.

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 focusing on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Client relationships

Financial planning

Regulatory compliance

Sales targets

Education

Series 7 license

Series 66 license

Life/Health/LTC license

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co., a premier private client advisory institution, seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build trusted client relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement.

You will guide clients through financial planning, educate them on digital tools, and help them monitor investments while maintaining the highest level of