Wealth Management Advisor – Digital Experience

Aumni; Austin (TX); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Health care

Retirement plan

Tuition reimbursement

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will support a broad client base, from new savers to high-net-worth individuals, delivering advised solutions and referrals to deepen client relationships. The role emphasizes building a book of business, understanding markets, and guiding clients through digital tools and channels.

Qualifications

• At least 1 year in a Banker role or equivalent experience in financial services.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• A valid and active Series 7 and 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment.
• Unlicensed or individuals without a Series 7 will hold the Financial Advisor in Licensing title until licensing is obtained within required timeframe.

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 the firm's clients by relying on leadership and relationship-building skills
• 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 the firm's 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

Client acquisition

Relationship building

Financial markets

Integrity

Digital channel guidance

Education

Bachelor’s degree

Job description

J.P. Morgan Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will support a broad client base, from new savers to high-net-worth individuals, delivering advised solutions and referrals to deepen client relationships. The role emphasizes building a book of business, understanding markets, and guiding clients through digital tools and channels.