Wealth Advisor: Personal Planning & Digital Tools

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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build relationships and provide an exceptional investor experience using our broad product platform and digital tools. This role emphasizes client acquisition, trust, and ongoing coaching, with opportunities to leverage partnerships across JPMS and Chase divisions.

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 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 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 to the firm's clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management.
• 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

Client acquisition

Relationship management

Goals-based planning

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build relationships and provide an exceptional investor experience using our broad product platform and digital tools. This role emphasizes client acquisition, trust, and ongoing coaching, with opportunities to leverage partnerships across JPMS and Chase divisions.