J.P. Morgan Wealth Management – Private Client Advisor – Waco, TX

JPMorganChase • Waco, TX

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About The Position

As a Private Client Advisor in Chase Wealth Management, you provide comprehensive financial planning and advice to individuals and families, supporting clients from those just starting to save through those with significant wealth. You deliver an exceptional investor experience through advised solutions and referrals to Chase partners that deepen client relationships. You represent the J.P. Morgan Chase brand and use its investment products, thought leadership, and digital technology to help clients meet their financial needs.

The position focuses on relationship management rather than portfolio management. You build a book of business, provide personalized investment solutions, educate clients about available technology and channels, and offer a holistic view of their needs and financial coaching beyond investments. You also support teammates and the bank’s goals while fostering a culture of diversity.

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 ability to obtain it within 60 days of starting in the role as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license, or ability to obtain it within 60 days of starting in the role 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 through leadership and relationship-building skills, 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 technology and channels they can use to 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.

What This Job Offers

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