Private Client Wealth Advisor - Holistic Financial Planning

JPMorgan Chase & Co.; San Antonio (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Texas seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will grow your book of business, collaborate with partners, and guide clients through markets with integrity and a focus on goals-based planning, digital tools, and exceptional service.

Qualifications

• At least 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.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/Long Term Care Insurance license

Job description

JPMorgan Chase & Co. in Texas seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will grow your book of business, collaborate with partners, and guide clients through markets with integrity and a focus on goals-based planning, digital tools, and exceptional service.