Private Client Advisor - Holistic Wealth Planning

JPMorganChase; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

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 deliver personalized investment solutions and provide comprehensive financial planning. You will engage with clients from various backgrounds, ensuring they receive exceptional service while supporting your team's success. Applicants should have at least two years in a financial advisor role and possess necessary licenses. This role offers competitive compensation and a range of benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, maintaining relationships, and integrating with partners.
• Ability to commit to goals-based planning and advice.

Responsibilities

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

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Integrity

Market understanding

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Austin, Texas is seeking a Private Client Advisor to deliver personalized investment solutions and provide comprehensive financial planning. You will engage with clients from various backgrounds, ensuring they receive exceptional service while supporting your team's success. Applicants should have at least two years in a financial advisor role and possess necessary licenses. This role offers competitive compensation and a range of benefits.