J.P. Morgan Wealth Management - Private Client Advisor - South Austin, TX
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. In this role, you will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. You will champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity. Building a book of business and delivering personalized investment solutions to your clients will rely on your leadership and relationship-building skills, with a consistent focus on relationship management rather than portfolio management. You will demonstrate a deep understanding of financial markets and sound business judgment, exhibiting unwavering integrity that points toward doing right by clients at every opportunity. Additionally, you will demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments. Providing a holistic view of clients' needs and financial coaching beyond investments will be key, as well as embracing digital innovations to help clients become more digitally confident and bank when, where, and how they want.
