Private Client Advisor: Wealth Solutions & Relationships

JPMorganChase; Rio Rancho (NM); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Competitive pay

Commission potential

Benefits package

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families.

You will build relationships, provide advised solutions, and collaborate with Chase partners to deepen client needs across a broad range of services. The role requires 2+ years as a Financial Advisor, active Series 7 and Series 66 licenses, and licensing in Life/Health/LTC or access to obtain them within 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with relationship management focus.
• Demonstrate understanding of financial markets and sound business judgment.
• Provide holistic financial coaching beyond investments.
• Educate clients on digital tools and channels to monitor investments.
• Uphold integrity and align with the bank's diversity goals.

Skills

Relationship management

Financial planning

Goals-based planning

Client acquisition

Industry knowledge

Series 7

Series 66 (63/65)

Insurance licensing

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families.

You will build relationships, provide advised solutions, and collaborate with Chase partners to deepen client needs across a broad range of services. The role requires 2+ years as a Financial Advisor, active Series 7 and Series 66 licenses, and licensing in Life/Health/LTC or access to obtain them within 60 days.