Private Wealth Advisor

JPMorgan Chase & Co.; Tyler (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment strategies for individuals and families.

You will build relationships, advise on solutions, and collaborate with partners to deepen client engagement across channels. You should bring relevant financial experience, a track record in client acquisition, and the required licenses (Series 7/66 and life/health).

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Must hold or obtain Series 7, Series 66 (63/65) within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate expertise in financial markets and sound judgment; maintain integrity.
• Educate clients on technology and channels to monitor investments.
• Offer holistic view of clients’ needs and financial coaching beyond investments.
• Foster digital tools to empower clients to bank where, when, and how they want.

Skills

Relationship management

Client acquisition

Financial planning

Technology empowerment

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license

Life/Health Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment strategies for individuals and families.

You will build relationships, advise on solutions, and collaborate with partners to deepen client engagement across channels. You should bring relevant financial experience, a track record in client acquisition, and the required licenses (Series 7/66 and life/health).