Wealth Advisor: Holistic Planning & Client Relationships

JPMorgan Chase & Co.; North Richland Hills (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in Texas.

You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering tailored investment solutions with a focus on relationship management. You will rely on leadership and partnerships, maintain integrity, and educate clients on digital channels to monitor and manage investments, while pursuing goals-based planning and client coaching beyond

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Series 7 and Series 66 licenses required or must be obtained within 60 days of starting in the role.
• Life, Health and Long-Term Care Insurance licenses required or must be obtained within 60 days of starting in the role.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain unwavering integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients be digitally confident and bank how they want.

Skills

Financial advisor

Client relationships

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management in Texas.

You will offer comprehensive financial planning and advice to individuals and families, building a book of business and delivering tailored investment solutions with a focus on relationship management. You will rely on leadership and partnerships, maintain integrity, and educate clients on digital channels to monitor and manage investments, while pursuing goals-based planning and client coaching beyond