Private Client Advisor: Wealth Planning & Digital Solutions

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

Job summary

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

You will build a book of business, rely on leadership and relationships, and guide clients through both traditional investments and digital channels. You will engage with clients, demonstrate market knowledge, and uphold high standards of integrity, while educating on digital tools to monitor and manage their

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 and Series 66 (63/65) licenses or must be obtained within 60 days.
• A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and prioritize client interests in all actions.
• Educate clients on technology and channels to monitor and manage investments.
• Collaborate with Chase partners to deepen client relationships and cross-sell solutions.

Skills

Financial advisor experience

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

Job description

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

You will build a book of business, rely on leadership and relationships, and guide clients through both traditional investments and digital channels. You will engage with clients, demonstrate market knowledge, and uphold high standards of integrity, while educating on digital tools to monitor and manage their