Private Wealth Advisor – Holistic Financial Planning

Aumni; Texas; On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will help clients achieve their financial goals through advised solutions and referrals, while building lasting relationships.

Responsibilities include growing a book of business, staying informed on markets, and using digital tools to enhance client experiences. Relevant licenses and ongoing compliance are required.

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.

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 relationship building

Goals-based planning

Financial advisory

Understanding financial markets

Integrity and ethics

Education

Bachelor's degree preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will help clients achieve their financial goals through advised solutions and referrals, while building lasting relationships.

Responsibilities include growing a book of business, staying informed on markets, and using digital tools to enhance client experiences. Relevant licenses and ongoing compliance are required.