Wealth Advisor - Holistic, Client-First Planning

Aumni; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase seeks a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions. You will build relationships with clients, focusing on their financial needs and offering exemplary service.

The ideal candidate has significant financial services experience, especially in client acquisition and relationship management. A valid Series 7 and Series 66 licenses are required. Benefits include competitive compensation, health care coverage, tuition reimbursement, and retirement savings plans.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship building.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates' success and goals.
• Build a book of business offering personalized investment solutions.
• Educate clients on available digital channels and technology.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Educating clients

Education

Bachelor’s degree preferred

Certified Financial Planner (CFP) certification

Tools

Financial services licenses (Series 7, Series 66, Life, Health Insurance)

Job description

J.P. Morgan Chase seeks a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions. You will build relationships with clients, focusing on their financial needs and offering exemplary service.

The ideal candidate has significant financial services experience, especially in client acquisition and relationship management. A valid Series 7 and Series 66 licenses are required. Benefits include competitive compensation, health care coverage, tuition reimbursement, and retirement savings plans.