Private Client Advisor: Wealth Planning & Digital Growth

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

Job summary

JPMorgan Chase & Co. in Texas seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will help clients build and monitor custom strategies, using digital tools to enhance the investor experience. This role emphasizes relationship management, client acquisition, and collaboration with partners across the bank.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of start.
• Active Life, Health and Long Term Care license required or must be obtained within 60 days of start.
• Strong client acquisition and relationship-management capabilities.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Champion teammates’ success and foster a culture of diversity.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in Texas seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will help clients build and monitor custom strategies, using digital tools to enhance the investor experience. This role emphasizes relationship management, client acquisition, and collaboration with partners across the bank.