Wealth Advisor: Private Clients & Digital Solutions

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build a trusted advisory relationship, identify client needs, and coordinate with partners to provide expansive coverage across banking, investments, and insurance, while upholding the firm's standards of integrity and service.

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.

Responsibilities

• Champion and support teammates' success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• 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 enable clients to bank how and where they want.

Skills

Series 7 license

Series 66 license

Insurance license

Relationship building

Financial planning

Client acquisition

Market knowledge

Education

Bachelor's degree (preferred)

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build a trusted advisory relationship, identify client needs, and coordinate with partners to provide expansive coverage across banking, investments, and insurance, while upholding the firm's standards of integrity and service.