Private Client Wealth Advisor: Relationship & Planning

JP Morgan Chase; Waco (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will cultivate relationships, provide advised solutions, and partner referrals to deepen client engagement across Chase Wealth Management.

The role emphasizes understanding financial markets, maintaining integrity, and educating clients on digital tools to monitor and manage investments in a dynamic banking environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and act in the best interest of clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients6 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

Series 7 license

Series 66 license

Life/Health/LTC licenses

Financial advisory experience

Financial markets knowledge

Education

Bachelor's degree

CFP certification (preferred)

Tools

CRM software

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will cultivate relationships, provide advised solutions, and partner referrals to deepen client engagement across Chase Wealth Management.

The role emphasizes understanding financial markets, maintaining integrity, and educating clients on digital tools to monitor and manage investments in a dynamic banking environment.