Private Client Wealth Advisor — Digital Planning & Growth

JPMorgan Chase & Co.; Orange (TX); On-site; USD 75,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management. You will build lasting client relationships and leverage digital platforms to enhance the investor experience.

Your role emphasizes integrity, deep market understanding, and collaboration with partners to meet clients' unique financial needs across a broad suite of solutions.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting in the role.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Uphold the highest integrity and act in the clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients be digitally confident and bank how they want.

Skills

Financial advisor experience

Client relationship management

Goals-based planning

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management. You will build lasting client relationships and leverage digital platforms to enhance the investor experience.

Your role emphasizes integrity, deep market understanding, and collaboration with partners to meet clients' unique financial needs across a broad suite of solutions.