Wealth Advisor: Holistic Planning & Digital Solutions

JPMorgan Chase & Co.; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

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

The role emphasizes relationship-building, goals-based planning, and collaboration with partners, with licensing requirements including Series 7 and Series 66, and potential CFP preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability in client acquisition, cultivating and maintaining client relationships, and integrating with partners.
• Commitment to goals-based planning and comprehensive advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor’s degree

Job description

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

The role emphasizes relationship-building, goals-based planning, and collaboration with partners, with licensing requirements including Series 7 and Series 66, and potential CFP preferred.