Private Client Advisor – Holistic Wealth & Digital Solutions

JPMorgan Chase & Co.; Bryan's Addition Colonia (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, present advised solutions, and expand client referrals within Chase Wealth Management.

The role emphasizes serving clients across wealth ranges, leveraging technology to enhance the investor experience, and partnering with bank channels to deepen client relationships.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license is required and Series 66 (63/65) must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or obtained within 60 days.
• Strong client acquisition, relationship management, and goals-based planning.

Responsibilities

• Champion teammates’ success and support the bank’s goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate 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 investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when and where they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets

Education

Bachelor's degree

CFP certification preferred

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, present advised solutions, and expand client referrals within Chase Wealth Management.

The role emphasizes serving clients across wealth ranges, leveraging technology to enhance the investor experience, and partnering with bank channels to deepen client relationships.