Private Wealth Advisor: Planning & Client Relationships

JPMorgan Chase; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

A leading financial services firm in Austin seeks a Private Client Advisor. You will provide comprehensive financial planning and advice to clients, building strong relationships and delivering personalized solutions. Ideal candidates have financial advisory experience and necessary licenses. The role promises competitive compensation and a supportive work environment focused on diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 license.

Responsibilities

• Build a book of business with personalized investment solutions.
• Champion your teammates' success while fostering a culture of diversity.
• Demonstrate integrity by doing right by clients.

Skills

Client acquisition

Relationship management

Financial coaching

Digital literacy

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Financial advising software

Job description

A leading financial services firm in Austin seeks a Private Client Advisor. You will provide comprehensive financial planning and advice to clients, building strong relationships and delivering personalized solutions. Ideal candidates have financial advisory experience and necessary licenses. The role promises competitive compensation and a supportive work environment focused on diversity and inclusion.