J.P. Morgan Wealth Management – Private Client Advisor - Boerne, TX
On-site · Boerne, Texas, United States
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and deliver personalized investment solutions to individuals and families. Responsibilities emphasize relationship management, educating clients on technology and channels, leveraging digital innovations, and collaborating with Chase partner referrals to deepen client relationships. Requires Series 7 and Series 66 licenses (or to be obtained within 60 days) and Life/Health/LTC licenses within 60 days; CFP and Bachelor’s degree are preferred.
Required 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
- 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
- Bachelor’s degree preferred
Desired Qualifications
- Series 7 license
- Series 66 (63/65) license
- Life, Health and Long Term Care Insurance license
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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