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Wealth Advisor: Holistic Planning & Digital Solutions
Job in
Brownsville, Cameron County, Texas, 78520, USA
Listed on 2026-08-17
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families in Texas.
You will build relationships, offer advised solutions, and leverage partner referrals to deepen client engagement. The role emphasizes goals-based planning, strong client acquisition, and the ability to educate clients on digital tools and channels for monitoring investments.
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