Senior Investment Advisor — Private Wealth

JPMorganChase; Austin (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A major financial institution in Austin is seeking an experienced Investment Specialist to enhance client relationships via expert investment advisement. This role demands a strong background in Private Banking or Financial Services, with a focus on creating investment policies and providing innovative solutions. Candidates should possess relevant qualifications and licenses as well as excellent client management skills. A competitive salary package is included, along with comprehensive benefits.

Qualifications

• Bachelor’s degree required; MBA or CFA preferred.
• Seven plus years’ experience in Private Banking or Financial Services industry.
• Series 7, 66 and Insurance licenses required.

Responsibilities

• Conduct investment reviews with clients and prepare recommendations.
• Develop investment policy statements and advise on asset allocation.
• Provide guidance to junior staff.

Skills

Investment advisory

Client relationship management

Sales negotiation

Education

Bachelor’s degree

MBA or CFA

Job description

A major financial institution in Austin is seeking an experienced Investment Specialist to enhance client relationships via expert investment advisement. This role demands a strong background in Private Banking or Financial Services, with a focus on creating investment policies and providing innovative solutions. Candidates should possess relevant qualifications and licenses as well as excellent client management skills. A competitive salary package is included, along with comprehensive benefits.