Private Client Advisor — Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Temple (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Chase seeks an experienced Private Client Advisor to join Chase Wealth Management. You will provide comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering an exceptional investor experience.

The role emphasizes client acquisition, collaboration with partners, and using digital tools to monitor and manage investments, with licensing requirements including Series 7 and Series 66.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.
• Strong client relationship skills and goals-based planning ability.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Promote digital tools to help clients monitor and manage investments.
• Collaborate with partners to deepen client relationships and referrals.

Skills

Client acquisition

Relationship management

Financial advisory

Sales goals

Education

Series 7 license

Series 66 license

Life, Health and LTC license

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase seeks an experienced Private Client Advisor to join Chase Wealth Management. You will provide comprehensive financial planning and advice to individuals and families, building trusted relationships and delivering an exceptional investor experience.

The role emphasizes client acquisition, collaboration with partners, and using digital tools to monitor and manage investments, with licensing requirements including Series 7 and Series 66.