Holistic Wealth Advisor for Private Clients

Testing Site - JPMC; Austin (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Austin seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families. You will leverage Chase’s wealth-management platform to help clients save, invest, and protect their wealth.

The role emphasizes client acquisition, relationship development, and collaboration with partners across the bank. You’ll stay current on market trends, maintain regulatory compliance, and educate clients on digital tools

Qualifications

• 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.

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.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle 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.

Skills

Client acquisition

Relationship building

Financial markets understanding

Integrity

Advisory guidance

Education

Bachelor's degree

Series 7 license

Series 66 license

Life/Health/LTC license

Tools

Chase Wealth Management platform

Job description

J.P. Morgan Chase in Austin seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families. You will leverage Chase’s wealth-management platform to help clients save, invest, and protect their wealth.

The role emphasizes client acquisition, relationship development, and collaboration with partners across the bank. You’ll stay current on market trends, maintain regulatory compliance, and educate clients on digital tools