Private Wealth Advisor — Relationship‑Driven Planning

JPMorganChase; Beaumont (TX); On-site; USD 85,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to join Chase Wealth Management in Texas. You will provide comprehensive financial planning and investment guidance, building and maintaining a book of high-value clients while leveraging digital channels to enhance the investor experience.

You will work with a team of professionals to deliver tailored solutions, deepen client relationships, and help clients monitor and manage their wealth across markets and channels.

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.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred.
• Bachelor's degree preferred.

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 the firm's clients by relying on leadership and relationship-building skills.
• 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 the firm's 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.

Education

Series 7

Series 66 (63/65)

Life, Health and LTC Insurance license

CFP certification

Bachelor's degree

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to join Chase Wealth Management in Texas. You will provide comprehensive financial planning and investment guidance, building and maintaining a book of high-value clients while leveraging digital channels to enhance the investor experience.

You will work with a team of professionals to deliver tailored solutions, deepen client relationships, and help clients monitor and manage their wealth across markets and channels.