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

Location: Laredo, 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 Laredo, TX. In this role, you will serve as a trusted financial advisor to individuals and families, offering comprehensive planning and advice to help them achieve their financial goals. As a branch-based advisor, you will leverage J.P. Morgan's world-class resources to deliver personalized solutions, including investment management, retirement planning, and wealth preservation strategies. Our Private Client Advisors play a pivotal role in building lasting relationships, fostering trust, and driving client success in a dynamic, community-focused environment. Your day-to-day responsibilities will include conducting in-depth financial assessments, recommending tailored portfolios from J.P. Morgan Investment Management, and integrating services like Chase Private Client banking and lending options. You will prospect for new clients through local networking in Laredo, collaborate with branch teams, and ensure all recommendations align with the highest standards of compliance and ethics. With a focus on the unique needs of the Laredo market, including bilingual support for Spanish-speaking clients, you will educate and empower families to navigate complex financial landscapes, from education funding to legacy planning. J.P. Morgan Wealth Management is committed to your professional growth, providing access to cutting-edge tools, ongoing training, and a collaborative culture that values innovation and integrity. If you are passionate about financial services and eager to make a meaningful impact in the Laredo community, this position offers an opportunity to thrive within one of the world's leading financial institutions. Join us to help clients secure their futures while advancing your career in wealth management.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and maintain long-term relationships with private clients in the Laredo, TX branch, identifying opportunities to deepen client engagement
• Conduct thorough financial needs assessments and recommend tailored investment portfolios, retirement plans, and estate strategies
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated solutions including banking, lending, and investment services
• Prospect for new clients through community networking, referrals, and branch-based interactions in Laredo
• Ensure all advisory activities comply with J.P. Morgan's ethical standards, FINRA, and SEC regulations
• Monitor client portfolios and market conditions to proactively adjust strategies and mitigate risks
• Educate clients on J.P. Morgan's suite of wealth management products, such as Chase Private Client services and J.P. Morgan Investment Management
• Participate in branch events and local initiatives to build brand awareness in the Laredo community
• Maintain accurate records of client interactions and financial plans using J.P. Morgan's proprietary systems

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
• At least 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of developing and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Laredo, TX, with flexible hours including evenings and weekends
• 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 or families in the Texas market
• Bilingual proficiency in English and Spanish to serve the diverse Laredo community
• Previous experience with J.P. Morgan Chase products and services
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and portfolio management
• Investment advisory and risk assessment
• Client relationship building and retention
• Regulatory compliance (FINRA, SEC)
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Sales and prospecting techniques
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational skills
• Empathy and active listening
• Negotiation and consultative selling
• Knowledge of tax and estate planning
• Bilingual communication (English/Spanish)
• Adaptability to market changes
• Team collaboration in a branch environment

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 with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance if applicable, plus commuter benefits for Laredo, TX location

JP Morgan Chase is an equal opportunity employer.