Wealth Advisor for Private Clients & Planning

JPMorgan Chase & Co.; Beaumont (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Beaumont, Texas, is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients meet their financial goals by offering advised solutions and leveraging JPMorgan referrals to deepen relationships. Responsibilities include building a book of business, delivering personalized investment solutions, staying current on financial markets, and educating clients on digital

Qualifications

• Minimum 2 years as a Financial Advisor or in financial services.
• Active Series 7 and Series 66 licenses required or to be obtained within 60 days.
• Active Life, Health and Long Term Care licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investment advice.
• Educate clients on digital tools to monitor and manage investments.
• Uphold integrity and focus on client-centric service.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial guidance

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Beaumont, Texas, is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will help clients meet their financial goals by offering advised solutions and leveraging JPMorgan referrals to deepen relationships. Responsibilities include building a book of business, delivering personalized investment solutions, staying current on financial markets, and educating clients on digital