Wealth Advisor - Holistic, Client-First Planning

Aumni; Odessa (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Odessa, Texas, who will provide comprehensive financial planning and investment solutions to individual clients. Candidates should have at least 2 years of experience in a financial services role, possess required licenses, and demonstrate strong skills in client acquisition and relationship management. The position offers a competitive total rewards package including base salary, commission potential, and comprehensive health benefits.

Qualifications

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

Responsibilities

• Support teammates’ success and foster a culture of diversity.
• Build and manage a book of business with personalized investment solutions.
• Educate clients on technology and investment management.

Skills

Client acquisition

Financial planning

Relationship management

Business judgement

Education

Bachelor's degree

Certified Financial Planner (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Odessa, Texas, who will provide comprehensive financial planning and investment solutions to individual clients. Candidates should have at least 2 years of experience in a financial services role, possess required licenses, and demonstrate strong skills in client acquisition and relationship management. The position offers a competitive total rewards package including base salary, commission potential, and comprehensive health benefits.