Private Client Advisor — Holistic Wealth & Relationship Builder

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will build and maintain client relationships, educate clients on digital channels, and coordinate with partners to deepen client engagement. The role emphasizes integrity, growth of a client book, and a strong focus on goals-based planning, with licenses required within the onboarding period.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and tailored advice.
• Active Series 7 license.
• Active Series 66 license required or obtained within 60 days of start.
• Active Life, Health & Long Term Care insurance license required or obtained within 60 days.

Responsibilities

• Build and manage a book of business delivering personalized investment solutions.
• Provide comprehensive financial planning and advisory services to individuals and families.
• Demonstrate market knowledge and sound judgment in client discussions.
• Maintain high standards of integrity and client trust.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital tools to enhance client engagement and accessibility.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will build and maintain client relationships, educate clients on digital channels, and coordinate with partners to deepen client engagement. The role emphasizes integrity, growth of a client book, and a strong focus on goals-based planning, with licenses required within the onboarding period.