Private Wealth Advisor

JPMorganChase; Allen (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build relationships, leverage referrals, and provide an exceptional investor experience through advisory solutions and digital channels. The role requires strong relationship skills, 2+ years in financial advising, and valid securities licenses with a focus on integrity and client-centric service.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Commitment to goals-based planning and advice; appropriate licenses required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions with leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Demonstrate integrity and always act in the best interests of clients.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.
• Support digital innovations to help clients stay confident and engage with Chase.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory experience

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build relationships, leverage referrals, and provide an exceptional investor experience through advisory solutions and digital channels. The role requires strong relationship skills, 2+ years in financial advising, and valid securities licenses with a focus on integrity and client-centric service.