Wealth Advisor - Private Client & Financial Planning

JPMorgan Chase & Co.; Beaumont (TX); On-site; USD 80,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build a book of business, leverage leadership and relationships, and deliver personalized solutions with a strong emphasis on client service. You will work with partners across the firm, apply knowledge of financial markets, and uphold the highest standards of integrity while helping clients monitor and manage

Qualifications

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Responsibilities

• Build a book of business and deliver personalized investment solutions
• Provide comprehensive financial planning and advice to individuals and families
• Demonstrate understanding of financial markets and sound judgement
• Demonstrate integrity and client-first attitude
• Educate clients on technology and channels for monitoring investments
• Offer holistic view of clients' needs and financial coaching beyond investments
• Embrace digital tools to enhance client experience and access

Skills

Relationship management

Financial planning

Regulatory knowledge

Sales / client acquisition

Digital literacy

Communication

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license

Life, Health, LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.

You will build a book of business, leverage leadership and relationships, and deliver personalized solutions with a strong emphasis on client service. You will work with partners across the firm, apply knowledge of financial markets, and uphold the highest standards of integrity while helping clients monitor and manage