Private Wealth Advisor — Build Lasting Client Relationships

JPMorgan Chase & Co.; Houston (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance for individuals and families.

You will build long-term relationships, educate clients on technology-enabled tools, and deliver trusted solutions tailored to varying levels of wealth. The role requires strong relationship-building, market understanding, and a commitment to integrity while leveraging digital channels to enhance

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring clients and growing relationships.
• Demonstrated ability to provide goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support clients with comprehensive financial planning and advice.
• Demonstrate understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Embrace digital innovations to enable digital banking with clients.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Education

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance for individuals and families.

You will build long-term relationships, educate clients on technology-enabled tools, and deliver trusted solutions tailored to varying levels of wealth. The role requires strong relationship-building, market understanding, and a commitment to integrity while leveraging digital channels to enhance