Private Wealth Advisor — Holistic Financial Planning

JPMorganChase; North Richland Hills (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will use a broad product platform and digital tools to offer solutions and deepen client relationships across Chase Wealth Management.

The role emphasizes advisory relationships, collaboration with partners, and a strong focus on client service excellence in a leading wealth-management environment.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and retain clients and work with partners.
• Active Series 7 and Series 66 licenses or must obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions based on relationships, not portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain unwavering integrity and act in the best interest of clients at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients access services anytime, anywhere.
• Collaborate with the bank's teams to enhance the client experience and solution set.

Skills

Client acquisition

Relationship building

Goals-based planning

Market knowledge

Integrity

Education

Bachelor's degree

Job description

J.P. Morgan Chase seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will use a broad product platform and digital tools to offer solutions and deepen client relationships across Chase Wealth Management.

The role emphasizes advisory relationships, collaboration with partners, and a strong focus on client service excellence in a leading wealth-management environment.