Private Client Advisor - Holistic Wealth Planning

Aumni; Laredo (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions.

You will build and manage client relationships, work with partners, and guide clients through digital tools to monitor and manage their investments. The role emphasizes integrity, client-centric service, and education on investment channels.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven success in client acquisition and relationship building
• Strong ability in goals-based planning and advice
• Active Series 7 license and Series 66 (63/65) or to be obtained within 60 days of start
• Active Life, Health and Long Term Care Insurance licenses or to be obtained within 60 days of start
• Bachelor’s degree preferred
• CFP certification preferred

Responsibilities

• Build and manage a book of business with a client-centric approach
• Offer comprehensive financial planning and investment solutions
• Demonstrate market knowledge and sound business judgement
• Maintain integrity and ethical standards in all client interactions
• Educate clients on technology and channels to monitor investments
• Provide holistic financial coaching beyond investments
• Leverage Chase digital tools to enhance client experience and accessibility

Skills

Client acquisition

Relationship management

Financial planning

Licensing knowledge

Education

Bachelor’s degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions.

You will build and manage client relationships, work with partners, and guide clients through digital tools to monitor and manage their investments. The role emphasizes integrity, client-centric service, and education on investment channels.