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

Location: Lubbock, 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 Lubbock, TX branch. In this role, you will serve as a trusted financial partner to individuals and families, delivering comprehensive wealth management solutions that align with their life goals. As a branch-based advisor, you will leverage J.P. Morgan's world-class resources, including advanced investment platforms and research from our global team, to provide holistic financial planning, from retirement strategies to estate planning and beyond. Your focus will be on fostering deep client relationships in the Lubbock community, helping clients navigate complex financial landscapes with personalized advice and innovative products tailored to the financial services industry. Key to success in this position is your ability to identify client needs through in-depth consultations and recommend suitable J.P. Morgan offerings, such as diversified investment portfolios, lending solutions, and banking integration. You will collaborate closely with branch colleagues and specialists to ensure seamless service delivery, while adhering to the highest standards of compliance and ethics upheld by J.P. Morgan Chase. This role demands a proactive approach to asset growth, market education, and client retention, contributing to the overall success of our Wealth Management division in Texas. J.P. Morgan Wealth Management is committed to empowering advisors like you with cutting-edge tools, ongoing training, and a supportive culture that values innovation and client-centricity. If you are passionate about financial advising and eager to make a meaningful impact in Lubbock, this opportunity allows you to thrive in a dynamic environment backed by one of the world's leading financial institutions. Join us to help clients achieve their financial aspirations while advancing your career in wealth management.

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 through proactive outreach, regular reviews, and exceptional service in the Lubbock branch
• Conduct comprehensive needs assessments, including retirement planning, estate strategies, and wealth preservation
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and investment products
• Identify opportunities to grow client assets under management by recommending suitable J.P. Morgan investment vehicles
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Educate clients on market trends, economic factors, and portfolio performance using J.P. Morgan's proprietary tools
• Participate in community events and branch initiatives to enhance J.P. Morgan's presence in Lubbock, TX
• Monitor client portfolios and adjust strategies based on life events or market changes

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3-5 years of experience in financial advising, wealth management, or client-facing roles within the financial services industry
• Proven track record of building and maintaining client relationships in a branch-based environment
• Strong understanding of comprehensive financial planning, investment strategies, and regulatory compliance
• Ability to work independently while collaborating with branch teams in a high-volume client service setting

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working in a J.P. Morgan Chase branch or similar large financial institution
• Bilingual proficiency, particularly in Spanish, to serve diverse client bases in Lubbock, TX
• Demonstrated success in asset gathering and portfolio management for high-net-worth individuals

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and business development
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, J.P. Morgan tools)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Data interpretation and reporting
• Team collaboration
• Adaptability to market dynamics

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• 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 financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible roles within J.P. Morgan Chase

JP Morgan Chase is an equal opportunity employer.