Private Wealth Advisor: Relationship-Driven Financial Planner

JPMorgan Chase & Co.; Austin (TX); Vor Ort; USD 95.000 - 180.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Austin seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management.

You will help individuals and families meet their financial goals with tailored solutions and the latest digital tools. As a trusted advisor, you will build a robust book of business, collaborate with partners, and educate clients on monitoring and managing their investments, ensuring exceptional client experiences and fiduciary-grade

Qualifikationen

• 2+ years as a Financial Advisor or equivalent financial services experience.
• Ability to acquire and maintain clients and partner with key teams.
• Commitment to goals-based financial planning and advice.

Aufgaben

• Build and manage a book of business with personalized investment solutions.
• Deliver holistic financial planning and investor education to clients.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain integrity and client-focused service in all interactions.
• Educate clients on technology and channels to monitor investments.
• Provide comprehensive financial coaching beyond investments.
• Leverage digital tools to enhance client engagement and accessibility

Kenntnisse

Financial Advisory

Client Acquisition

Goals-based Planning

Series 7

Series 66

Insurance Licenses (Life/Health/ LTC)

Ausbildung

CFP

Bachelor's degree preferred

Jobbeschreibung

JPMorgan Chase & Co. in Austin seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance within Chase Wealth Management.

You will help individuals and families meet their financial goals with tailored solutions and the latest digital tools. As a trusted advisor, you will build a robust book of business, collaborate with partners, and educate clients on monitoring and managing their investments, ensuring exceptional client experiences and fiduciary-grade