Wealth Advisor, Private Clients & Planning

Fairygodboss; McAllen (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will build trusted relationships, offer advised solutions, and collaborate with partners to deepen client engagement. You will help clients monitor and adjust their portfolios, stay abreast of market developments, and provide guidance across digital channels, while upholding the firm’s commitment to

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid Series 66 license or must be obtained within 60 days of starting.
• Valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions using leadership and relationship-building skills.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Demonstrate deep understanding of financial markets and sound judgement.
• Foster a culture of integrity and client-first mindset.
• Educate clients on technology and channels to monitor and manage investments.
• Collaborate with Chase partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Goals-based planning

FINRA Series 7

FINRA Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

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

You will build trusted relationships, offer advised solutions, and collaborate with partners to deepen client engagement. You will help clients monitor and adjust their portfolios, stay abreast of market developments, and provide guidance across digital channels, while upholding the firm’s commitment to