J.P. Morgan Wealth Management - Private Client Advisor - College Station, TX

Location: College Station, 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 College Station, TX branch. In this role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive planning and personalized advice to help them achieve their financial aspirations. Leveraging J.P. Morgan's global resources and innovative tools, you will guide clients through investment strategies, retirement planning, estate management, and more, all while fostering deep, enduring relationships in a collaborative branch environment. This position is ideal for professionals passionate about wealth management in a vibrant community like College Station, where you can make a meaningful impact on local clients' financial futures. As a Private Client Advisor, your day-to-day responsibilities will include conducting in-depth client consultations, analyzing financial data to recommend tailored solutions from J.P. Morgan's suite of products, and ensuring seamless integration with other bank services. You will proactively engage with clients to review portfolios, discuss market insights, and identify opportunities for growth, all while adhering to the highest standards of compliance and integrity. Collaboration with branch colleagues and participation in local networking events will be key to expanding your client base and contributing to the team's success in this dynamic Texas market. J.P. Morgan Wealth Management values innovation, client-centric service, and professional growth, providing you with cutting-edge technology, ongoing training, and a supportive culture to excel. If you have a proven track record in financial advising and a commitment to excellence, join us to empower clients in College Station and beyond, while advancing your career within one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, tailoring solutions to their unique goals and risk profiles
• Develop and maintain long-term relationships with private clients, conducting regular reviews and proactive outreach to ensure satisfaction
• Identify opportunities to deepen client relationships by recommending J.P. Morgan Wealth Management products such as investment portfolios, retirement planning, and estate strategies
• Collaborate with branch teams, including bankers and specialists, to deliver holistic wealth management services in the College Station office
• Conduct financial needs assessments, analyze client situations, and present customized recommendations using J.P. Morgan's proprietary tools and resources
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies, maintaining accurate documentation and disclosures
• Prospect for new clients through community events, referrals, and networking in the local Texas market
• Monitor market trends and economic conditions to adjust client strategies and educate on opportunities or risks
• Support client education on digital tools and platforms for seamless access to J.P. Morgan Wealth Management services
• Contribute to branch goals by achieving sales targets and enhancing the overall client experience in a high-touch environment

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory setting
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work in a branch-based environment and engage with high-net-worth individuals and families
• Clean regulatory history with no U at SEC, FINRA, or state securities regulators

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with J.P. Morgan Chase products and services or similar large financial institutions
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in College Station, TX
• Prior success in generating new business through networking and referrals in a community-focused market
• Knowledge of local economic trends and client needs in the Bryan-College Station area

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Sales and business development
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Time management and organization
• Empathy and active listening
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Data interpretation and reporting
• Networking and prospecting
• Ethical judgment in advisory roles
• Adaptability to market changes

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 wealth-building opportunities
• Wellness programs with gym memberships, mental health support, and financial wellness coaching
• Relocation assistance for eligible candidates moving to College Station, TX

JP Morgan Chase is an equal opportunity employer.