Private Client Advisor: Wealth Planning & Relationships

JPMorgan Chase & Co.; Austin (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families in the Austin area.

You will build and manage a book of business, rely on leadership and relationship-building skills, and provide an exceptional investor experience through advised solutions and partner referrals. This role emphasizes integrity, education, and digital engagement within a diverse team.

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.
• Active Series 7 license is required or must be obtained.
• Active Series 66 license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients focusing on relationship management.
• Support teammates and the bank's goals while fostering a culture of diversity.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in the best interests of clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when and where they want.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree

Tools

Series 7

Series 66

Life/Health/LTC license

CFP (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families in the Austin area.

You will build and manage a book of business, rely on leadership and relationship-building skills, and provide an exceptional investor experience through advised solutions and partner referrals. This role emphasizes integrity, education, and digital engagement within a diverse team.