Wealth Planning & Client Relationship Advisor

Aumni; McAllen (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management. You will deliver comprehensive financial planning and advice to individuals and families, building strong client relationships and expanding a book of business with personalized investment solutions.

The role emphasizes client education on digital channels, integrity, and advisory excellence. Licensing requirements include Series 7, Series 66, and Life/Health/LTC licenses, with internal growth opportunities.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses required or must be obtained within 60 days.
• Life, Health and Long Term Care licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and digital channels to monitor investments.
• Maintain strong client relationships and collaborate with partners.

Skills

Relationship Building

Client Acquisition

Financial Planning

Investment Advisory

Regulatory 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. You will deliver comprehensive financial planning and advice to individuals and families, building strong client relationships and expanding a book of business with personalized investment solutions.

The role emphasizes client education on digital channels, integrity, and advisory excellence. Licensing requirements include Series 7, Series 66, and Life/Health/LTC licenses, with internal growth opportunities.