JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - El Paso, TX
El Paso, TX · Full-time · Posted Jan 8, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions through Chase Wealth Management.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Educate clients about financial technology and channels, and provide holistic financial coaching beyond investments.
- Support team goals and foster a culture of diversity while acting with integrity and sound business judgment.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, cultivating and maintaining relationships, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Valid and active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required, or to be obtained within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative