Private Client Wealth Advisor

JPMorgan Chase; San Antonio (TX); On-site; USD 75,000 - 105,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships, deliver tailored investment solutions, and refer Chase partners to deepen client engagement.

You will support clients ranging from savers to high-net-worth individuals, leveraging digital tools to monitor and manage investments, while upholding the highest standards of integrity and client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.
• CFP certification is preferred.
• Bachelor's degree preferred.

Responsibilities

• Champion and support teammates' success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focused on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor, maintain and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where and how they want.

Education

Series 7

Series 66

Life, Health & LTC Insurance license

Bachelor's degree

CFP (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships, deliver tailored investment solutions, and refer Chase partners to deepen client engagement.

You will support clients ranging from savers to high-net-worth individuals, leveraging digital tools to monitor and manage investments, while upholding the highest standards of integrity and client service.