J.P. Morgan Wealth Management - Private Client Advisor - Austin, TX (Plaza Volente)

JPMorgan Chase-posted about 1 year ago
Full-time
Austin, TX
Credit Intermediation and Related Activities
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As a Private Client Advisor at J.P. Morgan Wealth Management, you will play a crucial role in providing comprehensive financial planning and advice to individuals and families. This position emphasizes building strong client relationships and delivering personalized investment solutions, leveraging a broad investment product platform and cutting-edge digital technology. Your expertise will cater to a diverse range of clients, ensuring an exceptional investor experience while supporting the bank's goals and fostering a culture of diversity.

  • 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.
  • 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.
  • At least 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.
  • A valid and active Series 7 license.
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
  • Certified Financial Planning (CFP®) certification is preferred.
  • Bachelor's degree preferred.
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