Wealth Advisor: Private Clients & Financial Planning

JPMorgan Chase & Co.; Midland (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Midland, TX is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families, leveraging digital tools and a client-first approach.

You will build and manage a book of business, partner with specialists, and deliver tailored investment solutions. The role emphasizes relationship management, market knowledge, and integrity in client service.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with partners.
• Strong commitment to goals‑based planning and advised solutions.
• Active Series 7 license required; Series 66 and Life/Health/LTC licenses required or obtained within 60 days of start.

Responsibilities

• Support teammates’ success and bank goals while promoting diversity.
• Build a book of business and deliver personalized investment solutions through relationship‑based service.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels for managing investments.
• Provide a holistic view of clients’ financial needs and coaching beyond investments.
• Encourage digital adoption to help clients bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Regulatory licensing

Investment knowledge

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Midland, TX is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families, leveraging digital tools and a client-first approach.

You will build and manage a book of business, partner with specialists, and deliver tailored investment solutions. The role emphasizes relationship management, market knowledge, and integrity in client service.