Private Client Wealth Advisor: Relationship-Driven Planning

JPMorgan Chase & Co.; Allen (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families.

You will build deep client relationships, provide advised solutions, and leverage digital channels to create an exceptional investor experience. The role emphasizes goals-based planning, strong integrity, and collaboration with partners across the bank.

Qualifications

• At least 2 years in a Financial Advisor role or financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 if not already held.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investor education.
• Demonstrate understanding of financial markets and sound judgement.
• Uphold integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Offer holistic planning beyond investments and leverage digital tools.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Digital channel literacy

Education

Bachelor’s degree

CFP preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families.

You will build deep client relationships, provide advised solutions, and leverage digital channels to create an exceptional investor experience. The role emphasizes goals-based planning, strong integrity, and collaboration with partners across the bank.