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Wealth Advisor: Private Client & Planning
Job in
McAllen, Hidalgo County, Texas, 78501, USA
Listed on 2026-08-29
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
JPMorgan Chase & Co. in Texas (McAllen) seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.
You will build client relationships, offer advised solutions, and partner referrals to deepen client engagement. Ideal candidates have 2+ years in financial advisory, possess Series 7 and Series 66 (63/65) or obtain within 60 days, and hold Life/Health/LTC licenses or obtain within 60 days.
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