Wealth Advisor: Personal Finance & Digital Solutions

Aumni; Beaumont (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build strong client relationships and offer tailored advice using Chase’s digital tools and trusted referrals.

The role emphasizes fiduciary client service, wealth education, and leveraging a broad product platform within Chase Wealth Management.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Represent Chase and provide holistic financial planning and coaching.
• Demonstrate deep understanding of financial markets and sound judgement.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree

CFP certification (preferred)

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build strong client relationships and offer tailored advice using Chase’s digital tools and trusted referrals.

The role emphasizes fiduciary client service, wealth education, and leveraging a broad product platform within Chase Wealth Management.