Private Client Advisor: Wealth & Relationship Builder

JPMorganChase; Austin (TX); On-site; USD 85,000 - 130,000; Full time

Job summary

A prominent financial institution in Austin is seeking a Private Client Advisor to deliver personalized investment solutions and manage client relationships. Candidates should have at least two years of financial advising experience and must possess various financial licenses. The role involves understanding clients' needs, educating them on financial products, and building a successful book of business. This position values integrity, relationship-building, and education in the financial advisory space.

Qualifications

• At least two years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on the available technology and channels for managing investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health, and Long-Term Care Insurance license

Job description

A prominent financial institution in Austin is seeking a Private Client Advisor to deliver personalized investment solutions and manage client relationships. Candidates should have at least two years of financial advising experience and must possess various financial licenses. The role involves understanding clients' needs, educating them on financial products, and building a successful book of business. This position values integrity, relationship-building, and education in the financial advisory space.