Private Wealth Advisor - Holistic & Digital Planning

Next Frontier Capital; McAllen (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You’ll work to build lasting client relationships, provide advised solutions, and leverage Chase partner referrals to expand client impact. The role emphasizes relationship management, strong knowledge of financial markets, integrity, and client education on digital tools to manage investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Must hold a valid Series 7 license.
• Must obtain Series 66 (63/65) within 60 days of starting.
• Must hold Life, Health and Long Term Care Insurance license or obtain within 60 days.

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 focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients
• Educate clients on technology and channels to monitor, maintain, and handle investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Financial acumen

Client service excellence

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Job description

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

You’ll work to build lasting client relationships, provide advised solutions, and leverage Chase partner referrals to expand client impact. The role emphasizes relationship management, strong knowledge of financial markets, integrity, and client education on digital tools to manage investments.