J.P. Morgan Wealth Management - Private Client Advisor - Austin, TX (Georgetown area)

JPMorganChase; Austin (TX); On-site; USD 85,000 - 130,000; Full time

Job summary

A prominent financial institution in Austin is seeking a Private Client Advisor to deliver personalized investment solutions and manage client relationships. Candidates should have at least two years of financial advising experience and must possess various financial licenses. The role involves understanding clients' needs, educating them on financial products, and building a successful book of business. This position values integrity, relationship-building, and education in the financial advisory space.

Qualifications

• At least two years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.
• A valid and active Series 66 (or 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 teammates’ success and goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on the available technology and channels for managing investments.
• Exhibit unwavering integrity that points toward doing right for clients at every opportunity.
• Showpassion 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.

Skills

Client acquisition

Relationship management

Financial market understanding

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health, and Long-Term Care Insurance license

Job description

J.P consumes Wealth Management – Private Client Advisor – Austin, TX (Georgetown area)

At J.P. Morgan Chase, we are passionate about helping our clients, caring for 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 clients to offer the best investment solutions to meet their financial needs.

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 clients by leveraging leadership and relationship‑building skills, with a consistent focus on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity that points toward doing right for clients at every opportunity.
• Showpassion 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 two 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 Ně.
• A valid and active Series 7 license.
• A valid and active Series 66 (or 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.
• Bachelor’s degree.

Investment and Insurance Products Disclaimer

• 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.Cue or any of its affiliates.
• Subject to investment risks, including possible loss of the principal amount invested.

Equal Opportunity Employer / Disability / Veterans

We are an equal‑opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, agewebe, 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.