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Chase Wealth Management Financial Advisor Jobs (NOW HIRING)

Lifetime Wealth Management, P.C.

Wealth Advisor

Rockwall, TX · On-site

  • Medical

  • Dental

  • Vision

  • PTO

Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...

Posted today

Lifetime Wealth Management, P.C.

Wealth Advisor

Wylie, TX

  • Medical

  • Dental

  • Vision

  • PTO

Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...

Posted today

Lifetime Wealth Management, P.C.

Wealth Advisor

Lavon, TX

  • Medical

  • Dental

  • Vision

  • PTO

Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...

Posted today

Lifetime Wealth Management, P.C.

Wealth Advisor

Rowlett, TX

  • Medical

  • Dental

  • Vision

  • PTO

Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...

Posted today

Lifetime Wealth Management, P.C.

Wealth Advisor

Nevada, TX

  • Medical

  • Dental

  • Vision

  • PTO

Experienced Financial Advisor Lifetime Wealth Management Rockwall, TX (DFW) | Hybrid Flexibility | Full-Time | Exempt Reports To: COO / Practice Leadership Compensation: Competitive Base Salary ...

Posted today

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Showing results 21-40

All JobsChase Wealth Management Financial Advisor Jobs

Chase Wealth Management Financial Advisor information

See salary details

$69.5K

$133.2K

$210K

How much do chase wealth management financial advisor jobs pay per year?

As of Aug 14, 2026, the average yearly pay for chase wealth management financial advisor in the United States is $133,162.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,000.00 and $147,500.00 per year, depending on experience, location, and employer.

What is the difference between Chase Wealth Management Financial Advisor vs Financial Planner?

AspectChase Wealth Management Financial AdvisorFinancial Planner
CertificationsSeries 7, 66, or 63, CFP often preferredCFP, ChFC, or similar certifications
Work EnvironmentBank branches, financial offices, client meetingsIndependent or firm-based, client consultations
Employer & IndustryBanking/Financial services industry, Chase BankFinancial planning firms, independent practices
Primary FocusInvestment management, banking products, client portfoliosComprehensive financial planning, estate, retirement, taxes

Chase Wealth Management Financial Advisors primarily focus on investment management and banking products within the banking environment, often working for Chase Bank. Financial Planners provide broader financial planning services, including estate and tax planning, and may work independently or for specialized firms. Both roles require certifications like the CFP but differ in scope and work setting.

What are the key skills and qualifications needed to thrive as a Chase Wealth Management Financial Advisor?

To thrive as a Chase Wealth Management Financial Advisor, you need a solid foundation in financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree and relevant licenses such as Series 7 and 66. Familiarity with financial planning software, CRM systems, and digital portfolio management tools is essential. Strong interpersonal skills, trust-building, and the ability to communicate complex financial concepts clearly set top advisors apart. These competencies enable advisors to build lasting client relationships, provide tailored financial solutions, and ensure regulatory adherence in a competitive financial environment.

What does a Chase Wealth Management Financial Advisor do?

A Chase Wealth Management Financial Advisor helps clients develop strategies to meet their financial goals by providing investment advice, retirement planning, and portfolio management services. They work with individuals and families to understand their financial situation, risk tolerance, and long-term objectives. Advisors recommend suitable investment products, such as stocks, bonds, mutual funds, and insurance, and regularly review and adjust clients’ portfolios as needed. Additionally, they provide guidance on financial planning topics like estate planning, tax optimization, and education funding.

What are some common challenges faced by Chase Wealth Management Financial Advisors, and how can new hires effectively overcome them?

Chase Wealth Management Financial Advisors often face challenges such as building a client base, staying updated with complex financial products, and meeting performance targets. New hires can overcome these obstacles by leveraging the firm's robust training programs, seeking mentorship from experienced advisors, and proactively networking within and outside the bank. Collaborating closely with branch teams and maintaining strong client relationships are also essential strategies for success in this role.
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What states have the most Chase Wealth Management Financial Advisor jobs?

States with the most job openings for Chase Wealth Management Financial Advisor jobs include:

What job categories do people searching Chase Wealth Management Financial Advisor jobs look for?

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Chase Wealth Management Financial Advisor jobs near you
Infographic showing various Chase Wealth Management Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $133,162 per year, or $64 per hour.

J.P. Morgan Wealth Management - Private Client Advisor - Naples, FL

JPMorgan Chase & Co

Naples, FL • On-site

Full-time

Medical, Retirement

Re-posted 13 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 494 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment 
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

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