JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor – El Paso, TX
El Paso, TX · Full-time · Posted Aug 13, 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 offering personalized solutions and referrals.
What you'll do
- Build a book of business through relationship management and deliver personalized investment solutions.
- Provide financial coaching and educate clients about digital tools for managing investments.
- Support teammates and bank goals while acting with integrity and demonstrating sound financial-market judgment.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and partnering with key colleagues.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
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