Private Client Wealth Advisor

JPMorganChase; Cedar Park (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Commission-based pay potential

Discretionary incentive compensation

Health care coverage

Retirement savings plan

On-site wellness centers

Job summary

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

The role emphasizes client relationships, personalized investment solutions, and leveraging digital tools to enhance the investor experience. You will work with clients across a range of wealth levels, providing advisory services, coordinating with partners, and maintaining high ethical standards while navigating market

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain integrity and fiduciary duty in client interactions.
• Educate clients on technology and channels to monitor investments.
• Offer holistic view of clients' financial needs beyond investments.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Regulatory licenses

Communication skills

Education

Bachelor's degree preferred

CFP certification preferred

Tools

FINRA Series 7

FINRA Series 66

Life/Health/LTC license

Job description

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

The role emphasizes client relationships, personalized investment solutions, and leveraging digital tools to enhance the investor experience. You will work with clients across a range of wealth levels, providing advisory services, coordinating with partners, and maintaining high ethical standards while navigating market