J.P. Morgan Wealth Management - Private Client Advisor in Licensing - Austin, TX (Arboretum)

JPMorganChase • Austin, TX

5d

About The Position

At J.P. Morgan Wealth Management, the Private Client Advisor offers comprehensive financial planning and advice to individuals and families, serving clients ranging from people just starting to save to those with significant wealth. The advisor provides an exceptional investor experience through advised solutions and Chase partner referrals that deepen client relationships. The role uses a broad investment product and thought leadership platform, together with digital technology, to help clients meet their financial needs. Its focus is relationship management rather than portfolio management. Unlicensed candidates, or candidates without a Series 7, hold the Financial Advisor in Licensing title until they obtain the required licenses within the required timeframe.

Requirements

• 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.
• Obtain valid and active Series 7 and 66 (63/65), and Life and Health Insurance licenses within 120 days of starting in the role, as a condition of employment.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills, with a consistent focus on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with unwavering integrity and do right by clients.
• Educate clients about available technology and channels to help them 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed