Wealth Planner & Client Advisor

JPMorganChase; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will engage clients using a broad product suite and digital tools to meet their financial goals while delivering exceptional service.

Responsibilities include building a book of business through relationship sourcing, advising on goals-based plans, and partnering with specialists to deliver tailored solutions.

Qualifications

• 2+ years in a Financial Advisor role or equivalent experience
• Proven success in client acquisition and relationship building
• Commitment to goals-based planning and advice
• Active Series 7 license
• Active Series 66 (63/65) license or obtain within 60 days
• Active Life, Health and Long Term Care licenses or obtain within 60 days

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management
• Provide holistic financial planning and advisory services to individuals and families
• Demonstrate understanding of financial markets and sound judgement
• Uphold high integrity in client interactions
• Educate clients on technology and channels to monitor investments
• Offer a holistic view of client needs beyond investments
• Embrace digital innovations to enable client self-service and access

Skills

Client acquisition

Relationship management

Financial planning

Advised solutions

Integrity

Digital banking

Education

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Bachelor's degree preferred

CFP (preferred)

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will engage clients using a broad product suite and digital tools to meet their financial goals while delivering exceptional service.

Responsibilities include building a book of business through relationship sourcing, advising on goals-based plans, and partnering with specialists to deliver tailored solutions.