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

JPMorganChase • Orange, TX

1d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, serving clients from those just beginning to save through those with significant wealth. You will represent the J.P. Morgan Chase brand, offer investment solutions tailored to clients’ financial needs, and provide an exceptional investor experience through advised solutions and referrals to Chase partners that deepen client relationships. The role emphasizes relationship management rather than portfolio management and includes helping clients use digital tools and channels to monitor and manage their investments.

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 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 as a condition of employment.

Nice To Haves

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

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with a consistent focus on relationship management rather than portfolio management.
• Demonstrate understanding of financial markets and sound business judgment.
• Act with 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 and help clients become more digitally confident so they can bank when, where, and how they want.

What This Job Offers

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