Wealth Advisor — Private Clients & Planning

Testing Site - JPMC; Houston (TX); Hybrid; USD 85,000 - 120,000; Full time

Job summary

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

The role emphasizes relationship management, client acquisition, and leveraging digital tools to enhance the investor experience. The successful candidate will hold active Series 7 and Series 66 licenses (or obtain within 60 days), with CFP as a preferred credential and a bachelor’s degree preferred.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Commitment to goals-based planning and advice.
• Licenses required within the stated timeframe: Series 7 and Series 66.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Foster client relationships and partner referrals.
• Demonstrate understanding of financial markets and sound judgment.
• Provide financial coaching beyond investments and promote digital tools.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets 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 deliver comprehensive financial planning and investment solutions for individuals and families.

The role emphasizes relationship management, client acquisition, and leveraging digital tools to enhance the investor experience. The successful candidate will hold active Series 7 and Series 66 licenses (or obtain within 60 days), with CFP as a preferred credential and a bachelor’s degree preferred.