Private Client Advisor: Wealth Planning & Digital Solutions

JPMorganChase; El Paso (TX); Presencial; USD 85 000 - 120 000; Tempo integral

Resumo da oferta

JPMorgan Chase in Texas seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build a book of business, provide advised solutions, and collaborate with Chase partners to deepen client relationships.

The role emphasizes integrity, strong client service, and the ability to educate clients on digital channels and tools for monitoring investments.

Qualificações

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Successful client acquisition and ability to grow relationships with key partners.
• Commitment to goals-based planning and advice; active securities licenses required or to be obtained within 60 days.

Responsabilidades

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Collaborate with Chase partners to deepen client relationships and referrals.

Conhecimentos

Financial advising

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Insurance license

Formação académica

Bachelor's degree

Descrição da oferta de emprego

JPMorgan Chase in Texas seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build a book of business, provide advised solutions, and collaborate with Chase partners to deepen client relationships.

The role emphasizes integrity, strong client service, and the ability to educate clients on digital channels and tools for monitoring investments.