Private Client Advisor - Wealth Planning & Digital Tools

JPMorgan Chase & Co.; Cedar Park (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in Cedar Park, TX is seeking a Private Client Advisor to deliver comprehensive financial planning and personalised investment solutions to individuals and families.

You will leverage the firm's digital tools and partner referrals to grow a client book while upholding the highest standards of integrity and client service. The role requires at least 2 years in a financial advisory capacity, active Series 7 and Series 66, and licensure for Life, Health, and Long Term Care

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships with partners.
• Commitment to goals-based planning and delivering advice.
• Active Series 7 and Series 66 licenses, or obtain within 60 days of starting.

Responsibilities

• Build a book of business and offer personalized investment solutions with a focus on relationships and client service.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor, manage, and optimize investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients stay digitally confident and bank when, where, and how they want.

Skills

Financial advisor

Client relationships

Goals-based planning

Series 7

Series 66

LIFE license

HEALTH license

LTC license

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in Cedar Park, TX is seeking a Private Client Advisor to deliver comprehensive financial planning and personalised investment solutions to individuals and families.

You will leverage the firm's digital tools and partner referrals to grow a client book while upholding the highest standards of integrity and client service. The role requires at least 2 years in a financial advisory capacity, active Series 7 and Series 66, and licensure for Life, Health, and Long Term Care