Wealth Advisor: Personal Finance & Client Relationships

Aumni; Georgetown (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within J.P. Morgan Wealth Management to offer comprehensive financial planning to individuals and families.

You will build trusted relationships and deliver personalized investment solutions while representing the firm’s brand. The role emphasizes integrity, client education on digital tools, and collaboration with partners to deepen client relationships.

Qualifications

• At least 1 year in a Banker role or equivalent experience in financial services.
• Proven success in acquiring and maintaining client relationships.
• Licenses required: Series 7 and 66 (63/65) must be obtained within 120 days.
• Unlicensed employees will hold the Financial Advisor in Licensing title until licensed.

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 through leadership and relationship-building
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Banker experience

Client acquisition

Relationship management

Licensing (Series 7/66)

Licensing timeline

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within J.P. Morgan Wealth Management to offer comprehensive financial planning to individuals and families.

You will build trusted relationships and deliver personalized investment solutions while representing the firm’s brand. The role emphasizes integrity, client education on digital tools, and collaboration with partners to deepen client relationships.