Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Brownsville (TX); On-site; USD 65,000 - 100,000; Full time

Job summary

A leading financial services provider in Texas is seeking a Private Client Advisor to deliver personalized investment solutions and build client relationships. The ideal candidate will have experience in financial advising, a strong commitment to client satisfaction, and the required financial licenses. This role emphasizes holistic financial coaching and adapting to clients' needs using digital innovations. The position is located in Brownsville, Texas, and offers opportunities for professional growth and development.

Qualifications

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

Responsibilities

• Build a book of business with personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Champion teammates’ success while fostering diversity.

Skills

Client acquisition

Relationship management

Financial planning

Financial advice

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services provider in Texas is seeking a Private Client Advisor to deliver personalized investment solutions and build client relationships. The ideal candidate will have experience in financial advising, a strong commitment to client satisfaction, and the required financial licenses. This role emphasizes holistic financial coaching and adapting to clients' needs using digital innovations. The position is located in Brownsville, Texas, and offers opportunities for professional growth and development.