Wealth Advisor: Build Client Relationships & Solutions

JPMorgan Chase & Co.; New Braunfels (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will support diverse clients while fostering strong relationships, focusing on goals-based plans that include both investment and holistic financial coaching.

Qualifications include at least 2 years in a Financial Advisor role and necessary licenses like Series 7 and Series 66 (63/65). The ideal candidate will demonstrate client acquisition success and maintain client relationships effectively.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Commitment to goals‑based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.
• Educate clients on technology to manage their investments.

Skills

Client acquisition

Relationship management

Financial coaching

Digital confidence

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will support diverse clients while fostering strong relationships, focusing on goals-based plans that include both investment and holistic financial coaching.

Qualifications include at least 2 years in a Financial Advisor role and necessary licenses like Series 7 and Series 66 (63/65). The ideal candidate will demonstrate client acquisition success and maintain client relationships effectively.