Wealth Advisor: Private Client & Planning

JPMorgan Chase & Co.; McAllen (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Texas (McAllen) seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build client relationships, offer advised solutions, and partner referrals to deepen client engagement. Ideal candidates have 2+ years in financial advisory, possess Series 7 and Series 66 (63/65) or obtain within 60 days, and hold Life/Health/LTC licenses or obtain within 60 days.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships.
• Series 7 and Series 66 license required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days.
• CFP certification is preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients access services anytime, anywhere.

Skills

Financial Planning

Client Relationships

Industry Knowledge

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Texas (McAllen) seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build client relationships, offer advised solutions, and partner referrals to deepen client engagement. Ideal candidates have 2+ years in financial advisory, possess Series 7 and Series 66 (63/65) or obtain within 60 days, and hold Life/Health/LTC licenses or obtain within 60 days.