Private Client Advisor — Holistic Wealth & Digital Tools

JPMorgan Chase & Co.; San Antonio (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Texas is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver personalized investment solutions, and work with partners to deepen client relationships, with emphasis on goals-based planning, market understanding, and diligent risk management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Demonstrated commitment to goals-based planning and advice.
• Active Series 7 license is required, Series 66 (63/65) must be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.
• CFP certification preferred; Bachelor's degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and investment guidance.
• Support client relationships through collaboration with bank partners.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain client trust with integrity and ethical conduct.
• Educate clients on digital tools to monitor and manage investments.
• Promote digital innovation and a strong client service experience.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity

Digital-channel education

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in Texas is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver personalized investment solutions, and work with partners to deepen client relationships, with emphasis on goals-based planning, market understanding, and diligent risk management.