J.P. Morgan Wealth Management – Private Client Advisor - Brownsville / McAllen, TX

Location: Brownsville, TX, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our branch in Brownsville or McAllen, TX. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions that align with their unique financial goals. As a key member of our high-performing team, you will leverage J.P. Morgan's world-class resources, including proprietary research, investment products, and banking services, to help clients navigate complex financial landscapes. This branch-based position offers the opportunity to build lasting relationships in the vibrant South Texas community, focusing on personalized advice that drives client success and loyalty. Your primary responsibilities will include conducting in-depth financial assessments, crafting tailored investment and planning strategies, and providing ongoing guidance on retirement, estate, and tax matters. You will prospect for new clients through local networking and referrals while nurturing existing relationships to deepen assets under management. Compliance with J.P. Morgan's rigorous standards and regulatory requirements is paramount, ensuring all recommendations are ethical, transparent, and client-centric. By collaborating with internal specialists, you will offer holistic solutions that integrate J.P. Morgan's premium offerings, such as private banking and alternative investments, to optimize client outcomes. The ideal candidate thrives in a dynamic, client-focused environment and is passionate about empowering families to achieve financial security. With a strong foundation in financial services and a commitment to excellence, you will contribute to J.P. Morgan Wealth Management's legacy of innovation and trust. This role not only provides professional growth through extensive training and development but also positions you at the forefront of one of the world's leading financial institutions, making a meaningful impact in the lives of your clients.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement investment strategies tailored to clients' goals, risk tolerance, and life stages
• Prospect, acquire, and retain high-value clients through branch networking, referrals, and community engagement in Brownsville and McAllen
• Conduct financial needs assessments and deliver holistic solutions including retirement planning, estate planning, and tax strategies
• Collaborate with J.P. Morgan Wealth Management teams to offer access to premium banking, lending, and investment products
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Monitor client portfolios and provide ongoing performance reviews and adjustments
• Educate clients on market trends, economic factors, and J.P. Morgan's proprietary tools and research
• Build long-term relationships by delivering exceptional service and addressing client concerns promptly
• Participate in local business development initiatives to grow the Private Client Advisor practice

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Brownsville or McAllen, TX
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the Texas market
• Bilingual proficiency in English and Spanish to serve diverse client bases in South Texas
• Previous experience with J.P. Morgan Chase products and services
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and management
• Sales and business development
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation and market research
• Team collaboration
• Cultural sensitivity for diverse client interactions

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for qualifying candidates moving to the Brownsville/McAllen area

JP Morgan Chase is an equal opportunity employer.