Private Client Wealth Advisor - Strategic Investor Guidance

Fairygodboss; Odessa (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance for individuals and families. You will build lasting client relationships, offer advised solutions, and collaborate with partners to deepen client engagement.

You will help clients monitor, adjust, and optimize investments while embracing digital tools to enhance their experience and accessibility to financial services.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and manage clients and collaborate with partners.
• Commitment to goals-based planning and advisory services.
• Active Series 7 license required.
• Active Series 66 (63/65) or to be obtained within 60 days of start date.
• Active Life, Health and Long Term Care license or to be obtained within 60 days of start date.

Responsibilities

• Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
• Demonstrate deep understanding of financial markets and sound judgement.
• Serve clients with integrity and prioritize their best interests at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Leverage digital tools to help clients be digitally confident and bank when/where they choose.

Skills

Client acquisition

Relationship management

Financial planning

Sales & advisory

Communication

Education

Bachelor's degree

Series 7

Series 66

Life, Health and Long Term Care license

CFP certification

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance for individuals and families. You will build lasting client relationships, offer advised solutions, and collaborate with partners to deepen client engagement.

You will help clients monitor, adjust, and optimize investments while embracing digital tools to enhance their experience and accessibility to financial services.