Wealth Planning Advisor for Families

JPMorgan Chase; New Braunfels (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will interact with clients to offer advised solutions and deepen relationships using Chase referrals and digital platforms. You will help clients across wealth ranges, educate on technology-enabled investing, and deliver an exceptional investor experience with integrity and client focus.

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.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Champion and support your teammates' success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships (focus on relationship management).
• Demonstrate understanding of financial markets and sound business judgment.
• 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 help clients be more digitally confident and bank how they want.

Skills

Relationship management

Client acquisition

Goals-based planning

Financial product knowledge

Education

Series 7 license

Series 66 license

Life, Health and Long Term Care license

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will interact with clients to offer advised solutions and deepen relationships using Chase referrals and digital platforms. You will help clients across wealth ranges, educate on technology-enabled investing, and deliver an exceptional investor experience with integrity and client focus.