Private Client Advisor - Wealth Planning & Solutions

JPMorgan Chase & Co.; Orange (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Texas seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build lasting client relationships and collaborate with partners to provide advised solutions, while leveraging Chase Wealth Management resources to meet client goals. The role emphasizes integrity, thoughtful risk management, and educating clients on digital tools to monitor and manage their investments.

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
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Financial Advisor experience

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Insurance license

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in Texas seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build lasting client relationships and collaborate with partners to provide advised solutions, while leveraging Chase Wealth Management resources to meet client goals. The role emphasizes integrity, thoughtful risk management, and educating clients on digital tools to monitor and manage their investments.