Private Client Wealth Advisor — Holistic Planning

JPMorgan Chase & Co.; Boerne (TX); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Competitive total rewards

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families in the United States.

You will build strong client relationships, deliver tailored investment solutions, and leverage a broad platform to support clients' financial goals. The role emphasizes guided client coaching, collaboration with partners, and applying market insight to drive meaningful outcomes.

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.
• 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 relationship management

Goals-based financial planning

Financial advisory experience

Sales / business development

Regulatory licenses

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families in the United States.

You will build strong client relationships, deliver tailored investment solutions, and leverage a broad platform to support clients' financial goals. The role emphasizes guided client coaching, collaboration with partners, and applying market insight to drive meaningful outcomes.