JPM Chase Careers | Wealth Management Private Client Advisor Job, Fredericksburg, TX
Job Description
Wealth Management Private Client Advisor
As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Benefits and Offers
Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually.
JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.
As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.
Duties and Responsibilities
Your main responsibilities in this role include the following:
Job 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
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
Certified Financial Planning (CFP®) certification is preferred
Bachelor’s degree preferred
Job Details
Company Name: JPMorgan Chase & Co.
Employment Type: Full-time
Job Location: Fredericksburg, TX, United States
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