Private Client Advisor, Wealth Management & Digital

Testing Site - JPMC; Midland (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase’s Chase Wealth Management unit seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will build client relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement. The role emphasizes client-centric service, growth of a book of business, and using digital tools to enhance client experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses required or to be obtained within 60 days of start.
• Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor’s degree preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/ LTC license

Job description

J.P. Morgan Chase’s Chase Wealth Management unit seeks a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families.

You will build client relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement. The role emphasizes client-centric service, growth of a book of business, and using digital tools to enhance client experience.