Senior Private Wealth Investment Advisor

TwinThread; Austin (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan is seeking an experienced Investment Specialist to enhance client relationships and provide investment advisory. This role requires a Bachelor's degree and preferably an MBA or CFA, along with seven or more years in the Financial Services industry.

The Investment Specialist will conduct investment reviews, develop policies, and close sales for complex products. They will also provide guidance to junior staff and collaborate with various advisors. A competitive rewards package and a diverse working environment are offered.

Qualifications

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

Responsibilities

• Conduct investment reviews with clients to validate their investment objectives.
• Develop investment policy statements and advise on asset allocation.
• Close sales of complex investment products.

Skills

Client relationship management

Investment advisory

Sales skills

Education

Bachelor's degree

MBA or CFA (preferred)

Job description

J.P. Morgan is seeking an experienced Investment Specialist to enhance client relationships and provide investment advisory. This role requires a Bachelor's degree and preferably an MBA or CFA, along with seven or more years in the Financial Services industry.

The Investment Specialist will conduct investment reviews, develop policies, and close sales for complex products. They will also provide guidance to junior staff and collaborate with various advisors. A competitive rewards package and a diverse working environment are offered.