Strategic Private Client Wealth Advisor

Aumni; College Station (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in College Station, TX, to provide comprehensive financial planning and investment solutions to clients. This role emphasizes relationship management and requires a proven track record in client acquisition.

Candidates must have at least two years of financial advisory experience and hold necessary licenses including Series 7 and 66. The ideal candidate will contribute to a diverse culture and support team success.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 license and Series 66 license required.

Responsibilities

• Champion and support teammates’ success and business goals.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Financial planning

Relationship management

Understanding financial markets

Education

Bachelor's degree preferred

Certified Financial Planning CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in College Station, TX, to provide comprehensive financial planning and investment solutions to clients. This role emphasizes relationship management and requires a proven track record in client acquisition.

Candidates must have at least two years of financial advisory experience and hold necessary licenses including Series 7 and 66. The ideal candidate will contribute to a diverse culture and support team success.