Wealth Advisor: Build Relationships & Plans

JPMorgan Chase & Co.

Georgetown (TX)

On-site

USD 90,000 - 130,000

Full time

8 days ago

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Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor in Wealth Management to offer comprehensive financial planning and advice to individuals and families, from savers to wealthy clients.

The role focuses on building a book of business, delivering personalized investment solutions, and collaborating with bank partners to deepen client relationships. Candidates should have at least 1 year in banking, proven client acquisition, and licensing to be completed within 120 days of

Qualifications

At least 1 year in a Banker role or equivalent experience in financial services.
Demonstrated success in client acquisition and maintaining client relationships.
Active Series 7 and 66 (63/65) required; licensing to be obtained within 120 days of start.

Responsibilities

Champion and support teammates’ success and the bank's goals, fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
Demonstrate a deep understanding of financial markets and sound business judgment.
Exhibit unwavering integrity that guides actions for clients at every opportunity.
Educate clients on technology and channels to monitor, maintain, and handle investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations to help clients bank where, when, and how they want.