J.P. Morgan Wealth Management - Private Client Advisor - New Braunfels, TX (Creekside)
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 ranging from those beginning to save to those with significant wealth. You will offer advised solutions and refer clients to Chase partners to deepen relationships and deliver an exceptional investor experience. The role uses the firm's investment products, thought leadership, and digital technology to help meet clients' financial needs. It focuses on relationship management rather than portfolio management. You will represent the J.P. Morgan Chase brand, build relationships, and deliver customer service while supporting a diverse and inclusive culture. You will also help clients use digital tools and channels to monitor and manage their investments and bank in ways that suit them.
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.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license, or obtain it within 60 days of starting as a condition of employment.
- Valid and active Life, Health and Long Term Care Insurance license, or obtain it within 60 days of starting as a condition of employment.
Nice To Haves
- Certified Financial Planning (CFP®) certification preferred.
- Bachelor’s degree preferred.
Responsibilities
- Support teammates' success and the bank's goals while fostering a culture of diversity.
- Build a book of business and deliver personalized investment solutions using leadership and relationship-building skills, with a consistent focus on relationship management rather than portfolio management.
- Demonstrate understanding of financial markets and sound business judgment.
- Act with integrity and prioritize doing what is right for clients.
- Educate clients about available technology and channels for monitoring, maintaining, and managing 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
