Private Wealth Advisor — Holistic Planning & Growth

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

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships and deliver personalized investment solutions with a focus on holistic wealth management.

The role emphasizes integrity, client service, and leveraging digital tools to help clients monitor and manage their investments, with opportunities to collaborate with partners across the bank.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Series 7 license required; Series 66 license required or within 60 days.
• Life, Health and Long Term Care Insurance license required or within 60 days.

Responsibilities

• Offer comprehensive financial planning and investment advice to individuals and families.
• Build a book of business and deliver personalized investment solutions through relationships.
• Provide an investor experience with advised solutions and partner referrals.
• Demonstrate market knowledge and sound business judgment.
• Educate clients on technology and channels to monitor investments.

Skills

Client relationship building

Goals-based planning

Financial advisory experience

Strong communication

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships and deliver personalized investment solutions with a focus on holistic wealth management.

The role emphasizes integrity, client service, and leveraging digital tools to help clients monitor and manage their investments, with opportunities to collaborate with partners across the bank.