Private Client Advisor — Wealth Solutions & Digital Guidance

JPMorganChase; Georgetown (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

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

You will build strong client relationships, offer advised solutions, and leverage Chase partner referrals to deepen client engagement. Role emphasizes serving clients at various wealth levels, delivering investment guidance, and embracing digital tools to enhance the investor experience.

Qualifications

• Minimum 1 year in a Banker role or equivalent in financial services.
• Proven success in client acquisition and maintaining client relationships.
• Must obtain Series 7, 66, and Life/Health licenses within 120 days of starting.
• Unlicensed individuals will hold the Financial Advisor in Licensing title until licensing is obtained.

Responsibilities

• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Provide holistic client financial coaching beyond investments.
• Educate clients on technology and channels to monitor and manage investments.
• Embrace digital innovations to help clients be digitally confident.

Skills

Client acquisition

Relationship management

Financial markets understanding

Integrity & ethics

Digital engagement

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license

Life & Health Insurance license

Job description

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

You will build strong client relationships, offer advised solutions, and leverage Chase partner referrals to deepen client engagement. Role emphasizes serving clients at various wealth levels, delivering investment guidance, and embracing digital tools to enhance the investor experience.