Wealth Advisor: Private Client, Holistic Financial Planning

Testing Site - JPMC; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Austin, TX is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

The role emphasizes relationship building, ongoing client coaching, and leveraging digital tools to enhance the investor experience while upholding fiduciary standards. Candidates should hold or obtain Series 7 and 66 licenses within 60 days of starting, with CFP certification preferred.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their 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, where, and how they want

Skills

Series 7 license

Series 66 license

Life/Health/LTC license

2+ years Financial Advisor experience

Client acquisition

Goals-based planning

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Austin, TX is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

The role emphasizes relationship building, ongoing client coaching, and leveraging digital tools to enhance the investor experience while upholding fiduciary standards. Candidates should hold or obtain Series 7 and 66 licenses within 60 days of starting, with CFP certification preferred.