Private Client Advisor — Wealth Planning & Relationships

JPMorgan Chase & Co.; Odessa (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. invites you to join Chase Wealth Management as a Private Client Advisor. You will provide comprehensive financial planning and advice to individuals and families, helping them grow and protect their wealth while delivering an exceptional client experience.

You will build trusted relationships, work with partners, and leverage digital tools to meet clients' needs, with emphasis on integrity and service in a diverse, inclusive environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability to develop and maintain client relationships and collaborate with partners.
• Strong planning-oriented advisory mindset and adherence to fiduciary standards.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain the highest level of integrity and client-first service.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments and deepen client relationships.

Skills

Client acquisition

Relationship management

Goals-based planning

Integrity

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. invites you to join Chase Wealth Management as a Private Client Advisor. You will provide comprehensive financial planning and advice to individuals and families, helping them grow and protect their wealth while delivering an exceptional client experience.

You will build trusted relationships, work with partners, and leverage digital tools to meet clients' needs, with emphasis on integrity and service in a diverse, inclusive environment.