Private Client Advisor - Wealth Planning & Relationships

Aumni; Tyler (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Backup childcare

Job summary

J.P. Morgan Chase in Texas seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management.

You will build a trusted client base, provide tailored solutions, and collaborate with internal partners to meet client needs. The role demands 2+ years in a financial advisory capacity, active Series 7 and Series 66 (63/65) or eligibility within 60 days, and Life/Health/LTC licenses; CFP and Bachelor’s degree

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

• 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 a deep understanding of financial markets and sound business judgement.
• Uphold integrity and educate clients on technology and channels for managing investments.
• Collaborate with Chase partners to deepen client relationships and expand offerings.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase in Texas seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management.

You will build a trusted client base, provide tailored solutions, and collaborate with internal partners to meet client needs. The role demands 2+ years in a financial advisory capacity, active Series 7 and Series 66 (63/65) or eligibility within 60 days, and Life/Health/LTC licenses; CFP and Bachelor’s degree