Private Client Wealth Advisor — Relationship-Driven Digital

JPMorgan Chase & Co.

College Station (TX)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Texas. You will provide comprehensive financial planning and investment solutions, building trusted relationships with individuals and families, from new savers to high-net-worth clients.

The role emphasizes relationship-based advice, partnering with specialists, and educating clients on digital tools to monitor and optimize their investments. A strong client-focus and integrity are essential.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in acquiring and maintaining clients and partnering with key teams.
Strong comfort with goals-based planning and providing advisory solutions.

Responsibilities

Champion and support teammates and bank goals while promoting diversity.
Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
Show deep understanding of financial markets and sound business judgment.
Demonstrate integrity and ethical client service at all times.
Educate clients on technology and channels to monitor and manage investments.
Provide a holistic view of clients' needs and financial coaching beyond investments.
Embrace digital tools to help clients invest anywhere, anytime.