Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Austin (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Austin is seeking a Private Client Advisor to provide comprehensive financial planning and exceptional investor experiences. The ideal candidate will have at least 2 years of relevant experience, demonstrate success in client acquisition, and possess necessary licenses. This role involves building strong client relationships, offering personalized investment solutions, and embracing digital innovations. A commitment to diversity and inclusion is essential.

Qualifications

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

Responsibilities

• Support teammates’ success and goals of the bank.
• Build a book of business with personalized investment solutions.
• Educate clients on technology for better investment monitoring.

Skills

Client acquisition

Financial markets understanding

Relationship management

Digital innovation

Education

Certified Financial Planning (CFP®)

Bachelor's degree

Job description

A leading financial services firm in Austin is seeking a Private Client Advisor to provide comprehensive financial planning and exceptional investor experiences. The ideal candidate will have at least 2 years of relevant experience, demonstrate success in client acquisition, and possess necessary licenses. This role involves building strong client relationships, offering personalized investment solutions, and embracing digital innovations. A commitment to diversity and inclusion is essential.