Wealth Advisor - Holistic Planning & Digital Solutions

JP Morgan Chase; Texas; On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families. You will build relationships and help clients achieve their goals with tailored investment solutions.

In this role you will develop a robust book of business, collaborate with partners across the firm, and embrace digital tools to enhance the client experience while maintaining the highest standards of integrity and service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7.
• Active Series 66 (63/65) or must be obtained within 60 days of starting in the role.
• Active Life, Health and Long Term Care license or must be obtained within 60 days of starting in the role.
• Strong client acquisition and relationship-building skills.
• Bachelor’s degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Foster client relationships and partner with key teams.
• Provide comprehensive financial planning and advice.
• Demonstrate understanding of financial markets and sound judgement.
• Educate clients on technology and channels to monitor investments.
• Promote digital tools to enhance client engagement.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families. You will build relationships and help clients achieve their goals with tailored investment solutions.

In this role you will develop a robust book of business, collaborate with partners across the firm, and embrace digital tools to enhance the client experience while maintaining the highest standards of integrity and service.