J.P. Morgan Wealth Management – Private Client Advisor - Midland and Odessa, TX
On-site · Midland, Texas, United States
Job Summary
Private Client Advisor in Chase Wealth Management who provides comprehensive financial planning and investment solutions to individuals and families, leveraging relationship-building, leadership, and digital tools to deliver an exceptional investor experience. Responsibilities include building a book of business, delivering personalized investment solutions, staying informed about financial markets, maintaining client relationships, and collaborating with partners to deepen client engagement. Required capabilities include 2+ years in a financial advisory role, demonstrated client acquisition success, goals-based planning, and active Series 7/66 licenses plus applicable Life/Health/LTC licenses; CFP and bachelor’s degree are preferred. Location: Midland, TX (on-site).
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 license
- A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
- Bachelor’s degree preferred or higher (preferred qualifications)
- CFP certification preferred
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.