Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; Georgetown (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Wealth Management to provide comprehensive financial planning and tailored advice to individuals and families. You will build trusted relationships and present investment solutions across a broad range of needs, from saving beginners to affluent clients.

You will collaborate with Chase partner referrals to deepen client relationships and deliver an exceptional investor experience, leveraging digital tools for accessibility and oversight.

Qualifications

• 1 year in a Banker role or equivalent in financial services.
• Proven success in acquiring clients and maintaining relationships.
• Licensing: Series 7 and 66 (63/65) and Life/Health Insurance within 120 days.

Responsibilities

• Champion and support teammates and bank goals in a diverse culture.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank how they want.

Skills

Client acquisition

Relationship building

Financial markets

Integrity

Digital channels

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Wealth Management to provide comprehensive financial planning and tailored advice to individuals and families. You will build trusted relationships and present investment solutions across a broad range of needs, from saving beginners to affluent clients.

You will collaborate with Chase partner referrals to deepen client relationships and deliver an exceptional investor experience, leveraging digital tools for accessibility and oversight.