J.P. Morgan Wealth Management – Private Client Advisor - El Paso, TX
On-site · El Paso, Texas, United States
Job Summary
Private Client Advisor in Chase Wealth Management located in El Paso, TX builds a book of business by delivering personalized investment solutions and comprehensive financial planning to individuals and families. The role emphasizes relationship management, client education on digital channels, and leveraging leadership and partnerships to deepen client relationships. The position requires a solid understanding of financial markets, integrity, and the ability to provide holistic financial coaching beyond investments, with a focus on helping clients monitor, maintain, and optimize their investments using digital tools.
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
- Demonstrated ability and commitment to goals-based planning and advice
- 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
- CFP certification preferred
- INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED, NOT INSURED BY FEDERAL AGENCY, NOT A DEPOSIT OR OBLIGATION OF JPMorgan Chase, etc.
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