Private Client Advisor - Wealth Management & Planning

Aumni; Austin (TX); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Discretionary incentive compensation

Job summary

J.P. Morgan Chase in Austin, TX is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance for individuals and families.

You will grow a book of business by leveraging relationships, collaborating with partners, and using your licenses to provide trusted, goal-based advice. The role emphasizes integrity, client education, and a seamless digital experience to help clients monitor and manage their finances with

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 license is required.
• 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.
• 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

Skills

Client acquisition

Relationship management

Financial planning

Advice & consultative selling

Education

Bachelor's degree

CFP (preferred)

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/Long-Term Care license

Job description

J.P. Morgan Chase in Austin, TX is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance for individuals and families.

You will grow a book of business by leveraging relationships, collaborating with partners, and using your licenses to provide trusted, goal-based advice. The role emphasizes integrity, client education, and a seamless digital experience to help clients monitor and manage their finances with