Private Client Advisor: Wealth Planning & Digital

Next Frontier Capital; Brownsville (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in the Chase Wealth Management division seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. Build lasting relationships and deliver exceptional service through collaboration with partners and tailored investment solutions.

The role emphasizes goals-based planning and leveraging a broad product platform to meet clients' financial needs across life stages through digital channels and proactive coaching.

Qualifications

• Minimum 2 years as Financial Advisor or equivalent experience.
• Proven success in acquiring and growing client relationships.
• Strong ability to translate goals-based planning into advice.
• Active Series 7 license.
• Active Series 66 license or within 60 days of start.
• Active Life, Health and Long-Term Care licenses or within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisory services.

Skills

Relationship-building

Client acquisition

Financial planning

Communication skills

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase in the Chase Wealth Management division seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. Build lasting relationships and deliver exceptional service through collaboration with partners and tailored investment solutions.

The role emphasizes goals-based planning and leveraging a broad product platform to meet clients' financial needs across life stages through digital channels and proactive coaching.