Wealth Advisor - Holistic, Client-First Planning

Aumni; Laredo (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is looking for a Private Client Advisor in Laredo, Texas. In this role, you will offer comprehensive financial planning, build strong client relationships, and deliver personalized investment solutions. Your expertise will be crucial in managing clients’ financial needs and helping them achieve their goals.

The ideal candidate will have at least 2 years of experience in the financial advisory field along with a Series 7 and 66 license. The role also emphasizes a commitment to educating clients on available financial technologies.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 and Series 66 license is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.
• Provide holistic view of clients' needs and financial coaching.

Skills

Financial Advisory

Client Acquisition

Relationship Management

Financial Planning

Digital Tools Proficiency

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase is looking for a Private Client Advisor in Laredo, Texas. In this role, you will offer comprehensive financial planning, build strong client relationships, and deliver personalized investment solutions. Your expertise will be crucial in managing clients’ financial needs and helping them achieve their goals.

The ideal candidate will have at least 2 years of experience in the financial advisory field along with a Series 7 and 66 license. The role also emphasizes a commitment to educating clients on available financial technologies.