Private Client Advisor: Wealth Planning & Digital Solutions

JPMorganChase; Brownsville (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build relationships, provide advised solutions, and leverage Chase partner referrals to deepen client engagement. The role requires strong relationship skills, industry licenses (Series 7/66) or progression, a Securities/insurance background, and commitment to fiduciary standards within Chase Wealth Management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to the firm's 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.
• Demonstrate a passion for educating clients on the technology and channels available to monitor investments.
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments.

Skills

Relationship building

Client acquisition

Financial advisory

Series 7 license

Series 66 license

Life/Health/LTC licenses

CFP certification (preferred)

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build relationships, provide advised solutions, and leverage Chase partner referrals to deepen client engagement. The role requires strong relationship skills, industry licenses (Series 7/66) or progression, a Securities/insurance background, and commitment to fiduciary standards within Chase Wealth Management.