Wealth Advisor: Holistic Planning & Digital Solutions

JPMorgan Chase & Co.; Bryan's Addition Colonia (TX); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will grow a client book, provide advised solutions, and deepen relationships with Chase partner referrals while upholding fiduciary standards. Qualifications include 2+ years in financial advisory, Series 7 and Series 66 licenses, and Life/Health/LTC licenses.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that prioritizes doing right by clients.
• 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 innovations to help clients be digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial planning

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will grow a client book, provide advised solutions, and deepen relationships with Chase partner referrals while upholding fiduciary standards. Qualifications include 2+ years in financial advisory, Series 7 and Series 66 licenses, and Life/Health/LTC licenses.