Wealth Advisor for Private Clients — Planning & Guidance

JPMorgan Chase & Co.; Austin (TX); On-site; USD 80,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Austin is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will build a book of business, rely on relationship-building, and collaborate with partners to deliver an exceptional investor experience, while maintaining high standards of integrity and fiduciary duty.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in acquiring and maintaining clients and collaborating with partners.
• Knowledge of goals-based planning and advisory practices.
• Licenses required or to be obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain the highest standards of integrity and client confidentiality.
• Educate clients on digital tools and channels for monitoring investments.
• Partner referrals to deepen client relationships and cross-sell solutions.
• Foster a diverse and inclusive client-service culture.

Skills

Client relationship management

Goals-based planning

Financial markets knowledge

Integrity and ethics

Client education

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life, Health & LTC license

Job description

JPMorgan Chase & Co. in Austin is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will build a book of business, rely on relationship-building, and collaborate with partners to deliver an exceptional investor experience, while maintaining high standards of integrity and fiduciary duty.