Private Client Wealth Advisor - Holistic Planning

JPMorganChase; Odessa (TX); On-site; USD 90,000 - 160,000; Full time

Job summary

JPMorganChase in the United States is seeking a Private Client Advisor in Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building trusted relationships and expanding the client base across a range of investment solutions.

Responsibilities include delivering personalized investment strategies, maintaining client relationships, and leveraging digital tools to enhance the investor experience while upholding the firm’s standards and

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license (active).
• Series 66 license (63/65) required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, fostering diversity.
• Build a book of business and deliver personalized investment solutions with leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain unwavering integrity and do right by clients at every opportunity.
• 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 become more digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Regulatory compliance

Education

Bachelor's degree (preferred)

Job description

JPMorganChase in the United States is seeking a Private Client Advisor in Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building trusted relationships and expanding the client base across a range of investment solutions.

Responsibilities include delivering personalized investment strategies, maintaining client relationships, and leveraging digital tools to enhance the investor experience while upholding the firm’s standards and