Wealth Advisor: Personal Finance & Digital Strategy

JPMorganChase; McAllen (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build and maintain client relationships, provide advised solutions, and collaborate with Chase partner referrals to deepen client engagement.

The role emphasizes understanding client needs, guiding investment decisions, and educating clients on available digital tools and channels to manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Committed to goals-based planning and advising.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Foster a culture of diversity and support teammates' success.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain integrity and act in clients’ best interests at all times.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition & relationships

Goal-based planning

Financial markets understanding

Integrity & ethics

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build and maintain client relationships, provide advised solutions, and collaborate with Chase partner referrals to deepen client engagement.

The role emphasizes understanding client needs, guiding investment decisions, and educating clients on available digital tools and channels to manage their investments.