Private Client Advisor, Wealth Management & Planning

JPMorgan Chase & Co.; Lubbock (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions to individuals and families.

You will build enduring client relationships and leverage digital channels to enhance the investor experience. The role requires active Series 7 and Series 66 licenses (or to obtain within 60 days), plus Life/Health/LTC licenses (or to obtain within 60 days).

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of start.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by leveraging relationship-building skills.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on digital tools to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Support teammates' success and bank-wide goals.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory experience

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions to individuals and families.

You will build enduring client relationships and leverage digital channels to enhance the investor experience. The role requires active Series 7 and Series 66 licenses (or to obtain within 60 days), plus Life/Health/LTC licenses (or to obtain within 60 days).