Private Client Wealth Advisor

JPMorgan Chase & Co.; Boerne (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families. You will cultivate relationships, provide investment solutions, and leverage Chase referrals to grow client relationships.

The role emphasizes goals-based planning, market awareness, and leveraging digital tools to enhance the investor experience while upholding the highest standards of integrity and client service.

Qualifications

• Requires 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management with key partners.
• Requires active Series 7 and Series 66 licenses or obtain within 60 days of start.
• Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Provide comprehensive financial planning and advisory services to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Champion a culture of diversity and client-centric service.
• Educate clients on technology and digital channels to monitor investments.
• Offer advisory solutions and Chase referrals to deepen client relationships.
• Comply with regulatory requirements and act with integrity in all client interactions.

Skills

Client relationships

Business development

Goals-based planning

Financial planning

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families. You will cultivate relationships, provide investment solutions, and leverage Chase referrals to grow client relationships.

The role emphasizes goals-based planning, market awareness, and leveraging digital tools to enhance the investor experience while upholding the highest standards of integrity and client service.