Wealth Advisor for Private Clients & Planning

JPMorgan Chase; Austin (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Austin is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role focuses on building client relationships and offering personalized investment solutions. Candidates should have at least 2 years of experience, demonstrate client relationship management skills, and possess relevant licenses such as Series 7 and Series 66. The position offers competitive compensation, including commission-based pay and a range of benefits, in a culture that values diversity and inclusion.

Qualifications

• Minimum 2 years as a Financial Advisor or similar in financial services.
• Proven success in client relationship cultivation and acquisition.
• Ability to provide goals-based planning and financial advice.

Responsibilities

• Support teammates' success and bank goals while promoting diversity.
• Build a book of business with personalized investment solutions.
• Provide holistic client needs assessment and financial coaching.
• Educate clients on technology and investment monitoring.

Skills

Client acquisition

Relationship management

Financial coaching

Digital literacy

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Job description

A leading financial services firm in Austin is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. The role focuses on building client relationships and offering personalized investment solutions. Candidates should have at least 2 years of experience, demonstrate client relationship management skills, and possess relevant licenses such as Series 7 and Series 66. The position offers competitive compensation, including commission-based pay and a range of benefits, in a culture that values diversity and inclusion.