J.P. Morgan Wealth Management - Private Client Advisor - New Braunfels, TX (Creekside)

JPMorgan Chase & Co. • New Braunfels, TX

18d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting clients at a range of financial stages, from beginning to save to managing significant wealth. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners, deepening client relationships. The role uses a broad investment product and thought-leadership platform and digital technology to identify investment solutions that meet clients’ financial needs. It emphasizes relationship management rather than portfolio management, client education, holistic financial coaching, and helping clients use digital banking tools.

The position is based in New Braunfels, Texas, at the Creekside location. The role requires at least two years in a Financial Advisor position or equivalent financial services experience, an active Series 7 license, and active Series 66 (or 63/65) and Life, Health and Long Term Care Insurance licenses. The latter licenses may be obtained within 60 days of starting as a condition of employment. CFP® certification and a bachelor’s degree are preferred.

The company offers a competitive total rewards package, which may include commission-based pay and/or discretionary incentive compensation for eligible roles. Benefits and programs vary based on eligibility and include health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.

Requirements

• 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 license.
• A valid and active Series 66 (or Series 63/65) license, or the ability to obtain it within 60 days of starting as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license, or the ability to obtain it within 60 days of starting as a condition of employment.

Nice To Haves

• Certified Financial Planning (CFP®) certification.
• Bachelor’s degree.

Responsibilities

• Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions, with a consistent focus on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with unwavering integrity and do what is right for clients.
• Educate clients about available technology and channels to help them monitor, maintain, and manage 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.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed