Private Wealth Advisor

JPMorgan Chase & Co.; Laredo (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to join Chase Wealth Management, offering comprehensive financial planning and customized investment guidance to individuals and families.

You will build relationships, expand a book of business, and deliver advice with integrity, while leveraging digital tools to help clients monitor and manage their investments and grow their financial well-being.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring clients and maintaining relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses (or must be obtained within 60 days of starting).
• Active Life, Health and Long-Term Care Insurance licenses (or must be obtained within 60 days).
• CFP certification is preferred.

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 to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to join Chase Wealth Management, offering comprehensive financial planning and customized investment guidance to individuals and families.

You will build relationships, expand a book of business, and deliver advice with integrity, while leveraging digital tools to help clients monitor and manage their investments and grow their financial well-being.