Private Client Wealth Advisor - Holistic Planning & Digital

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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build strong client relationships, deliver tailored investment solutions, and guide clients through digital tools for monitoring and managing their investments. This role emphasizes proactive client engagement, collaboration with partners, and a fiduciary approach to wealth planning within a dynamic,

Qualifications

• Demonstrated success in acquiring and maintaining clients and collaborating with partners.
• Proven ability to deliver tailored investment solutions based on client goals.
• Strong understanding of financial markets and risk considerations.
• Commitment to high ethical standards and client-first service.
• Willingness to use digital channels to enhance client experience.

Responsibilities

• Champion teammates' success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Digital banking tools

Integrity & ethics

Education

CFP certification

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build strong client relationships, deliver tailored investment solutions, and guide clients through digital tools for monitoring and managing their investments. This role emphasizes proactive client engagement, collaboration with partners, and a fiduciary approach to wealth planning within a dynamic,