Private Client Advisor - Holistic Wealth Planning

JPMorganChase; Austin (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

A leading financial services firm in Austin, Texas is seeking a Private Client Advisor to offer comprehensive financial planning and advice to a diverse clientele. The role involves building relationships, delivering personalized investment solutions, and supporting clients in their financial journeys. Candidates should have at least 2 years of financial advising experience, relevant licenses, and a commitment to client success. A bachelor’s degree and CFP® certification are preferred, and the firm values diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Champion and support teammates’ success and goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Provide holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Sales skills

Financial advising

Digital technology proficiency

Education

Bachelor’s Degree

CFP® certification (preferred)

Tools

Financial services technology

Job description

A leading financial services firm in Austin, Texas is seeking a Private Client Advisor to offer comprehensive financial planning and advice to a diverse clientele. The role involves building relationships, delivering personalized investment solutions, and supporting clients in their financial journeys. Candidates should have at least 2 years of financial advising experience, relevant licenses, and a commitment to client success. A bachelor’s degree and CFP® certification are preferred, and the firm values diversity and inclusion.