Private Wealth Investment Advisor

JPMorgan Chase & Co.; Austin (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Austin, TX is seeking an Investment Specialist to help bankers win new clients and deepen relationships through investment advisement.

You will work with a team of colleagues across markets and functions to deliver first-class client experiences. You will conduct investment reviews, develop policy statements, advise on asset allocation, close complex sales, and coordinate with Capital Advisors, Trust Officers and Wealth Advisors.

Qualifications

• Bachelor’s degree required; MBA or CFA preferred.
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven plus years’ experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Responsibilities

• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Skills

Investment knowledge

Client relationship management

Financial advisory

Sales experience

Education

Bachelor’s degree

MBA

CFA

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase & Co. in Austin, TX is seeking an Investment Specialist to help bankers win new clients and deepen relationships through investment advisement.

You will work with a team of colleagues across markets and functions to deliver first-class client experiences. You will conduct investment reviews, develop policy statements, advise on asset allocation, close complex sales, and coordinate with Capital Advisors, Trust Officers and Wealth Advisors.