Wealth Planning & Private Client Advisor

JPMorgan Chase; San Antonio (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management in the United States to provide comprehensive financial planning and investment guidance to individuals and families.

You will build meaningful client relationships, deliver personalized investment solutions, and assist clients with digital tools to monitor and manage their wealth. The role requires working knowledge of financial markets, a track record in client acquisition, and active Series 7 and Series 66

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, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Regulatory licenses

Industry 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 in the United States to provide comprehensive financial planning and investment guidance to individuals and families.

You will build meaningful client relationships, deliver personalized investment solutions, and assist clients with digital tools to monitor and manage their wealth. The role requires working knowledge of financial markets, a track record in client acquisition, and active Series 7 and Series 66