Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Cedar Park (TX); On-site; USD 75,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in Cedar Park, TX, seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging Chase's digital platforms to enhance the client experience.

The role emphasizes relationship-building, cross-functional collaboration, and regulatory adherence, with growth opportunities through referrals and tailored solutions.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key stakeholders.
• Demonstrated ability to provide goals-based planning and advice.
• Licensing requirements: Series 7, Series 66 (63/65) and Life, Health, and LTC licenses, or must be obtained within 60 days of start.

Responsibilities

• Champion and support teammates' success and bank goals while promoting diversity.
• Build a book of business and deliver personalized investment solutions through relationship-building, not portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Demonstrate integrity and do right by clients repeatedly.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients transact when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Cedar Park, TX, seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging Chase's digital platforms to enhance the client experience.

The role emphasizes relationship-building, cross-functional collaboration, and regulatory adherence, with growth opportunities through referrals and tailored solutions.