Private Wealth Planning Advisor

JPMorgan Chase & Co.; Tyler (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families at various stages of wealth.

You will build a book of business, deliver personalized investment solutions, and rely on leadership and relationship-building skills to deepen client relationships. The role requires integrity, client education, and collaborative use of digital tools.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• 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

Responsibilities

• Champion and support 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 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 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

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Digital literacy

Education

Bachelor's degree

CFP certification

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families at various stages of wealth.

You will build a book of business, deliver personalized investment solutions, and rely on leadership and relationship-building skills to deepen client relationships. The role requires integrity, client education, and collaborative use of digital tools.