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

JPMorgan Chase & Co. • Austin, TX

5d • Onsite

About The Position

As a Private Client Advisor in J.P. Morgan Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, serving clients ranging from people just starting to save to those with significant wealth. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners, helping deepen client relationships. The role uses the firm’s investment products, thought leadership, and digital technology to identify solutions for clients’ financial needs. Its focus is on relationship management rather than portfolio management. Individuals who are unlicensed or do not hold a Series 7 will use the Financial Advisor in Licensing title until they obtain the required licenses within the specified 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.
• 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.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with a consistent focus on relationship management rather than portfolio management.
• Demonstrate understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about technology and channels they can use to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations and help clients become more digitally confident so they can bank when, where, and how they want.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity

What This Job Offers

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