Wealth Advisor: Private Client Planning & Relationships

Testing Site - JPMC; Frisco (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 provide comprehensive financial planning and investment guidance for individuals and families.

You will build client relationships, deliver tailored investment solutions, and coordinate with partners to deepen client engagement. Role emphasizes a strong fiduciary standard, market understanding, and educating clients on digital channels to monitor and manage their investments.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven ability to acquire and maintain clients and work with partners.
• Strong goals-based planning and advisory capabilities.

Responsibilities

• Provide comprehensive financial planning and advice to individuals and families.
• Build a book of business and deliver personalized investment solutions by leveraging relationships.
• Demonstrate understanding of financial markets and strong judgment.
• Uphold integrity and act in the best interest of clients.
• Educate clients on technology channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments and embrace digital tools.

Skills

Client relationship management

Series 7 license

Series 66 license

Life, Health, Long Term Care license

Financial planning

Investment products knowledge

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance for individuals and families.

You will build client relationships, deliver tailored investment solutions, and coordinate with partners to deepen client engagement. Role emphasizes a strong fiduciary standard, market understanding, and educating clients on digital channels to monitor and manage their investments.