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

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

Join J.P. Morgan Chase to help clients achieve their financial goals while delivering exceptional customer service and supporting our commitment to diversity and inclusion.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise supports clients from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

• Champion and support teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions by leveraging relationship‑building skills and a consistent focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity, always doing right by clients.
• Educate clients on technology and channels to monitor, maintain, and manage their investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivation, and maintenance, and integration with key partners.
• Commitment to goals‑based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (or 63/65) license, or obtain within 60 days of starting.
• Valid and active Life, Health, and Long Term Care Insurance license, or obtain within 60 days of starting.

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

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Chase is a leading financial services firm that helps nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do.

We offer a competitive total rewards package, including a base salary based on role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation. Benefits include health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability. We also provide reasonable accommodations for religious practices, mental health, or physical disability needs.

Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. Within this division, J.P. Morgan Wealth Management delivers full‑service advisor relationships and automated investing options to clients across the United States.

• Not Applicable

• Full‑time

• Finance and Sales