Private Client Wealth Advisor — Holistic Planning

Testing Site - JPMC; Texas; Presencial; USD 85 000 - 130 000; Tempo integral

Resumo da oferta

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. Build a book of business, deliver personalized investment solutions, and foster strong client relationships with digital tools.

The role emphasizes integrity, education of clients on channels, and a holistic view of financial needs, supporting diverse clients with a broad investment platform.

Qualificações

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Strong track record in client acquisition and relationship building.
• Commitment to goals-based planning and financial advice.
• Licenses required or will be obtained within 60 days of start.

Responsabilidades

• Build and manage a book of business with personalized investment solutions.
• Deliver advisory services and rely on leadership and relationships over portfolio-only management.
• Demonstrate knowledge of financial markets and sound judgement.
• Maintain integrity and client-first ethics in all interactions.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Promote digital adoption so clients bank when and how they prefer.

Conhecimentos

2+ years financial advising

Client acquisition

Relationship management

Investment knowledge

Digital/channels education

Formação académica

Bachelor’s degree

Ferramentas

Series 7

Series 66 (63/65)

Life/Health/ LTC license

Descrição da oferta de emprego

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. Build a book of business, deliver personalized investment solutions, and foster strong client relationships with digital tools.

The role emphasizes integrity, education of clients on channels, and a holistic view of financial needs, supporting diverse clients with a broad investment platform.