J.P. Morgan Wealth Management - Private Client Advisor - Austin, TX (Burnet and Northcross)
About The Position
As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, serving clients ranging from those just starting to save to those with significant wealth. You will offer advised investment solutions and referrals to Chase partners to deepen client relationships and provide an exceptional investor experience. The role uses a broad investment product and thought-leadership platform, along with digital technology, to help meet clients’ financial needs. It emphasizes relationship management rather than portfolio management, client education, and supporting clients in using digital tools and channels.
Requirements
- 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.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license, or obtain it within 60 days of starting in the role as a condition of employment.
- Valid and active Life, Health and Long Term Care Insurance license, or obtain it within 60 days of starting in the role as a condition of employment.
Nice To Haves
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Responsibilities
- Build a book of business and deliver personalized investment solutions, with a consistent focus on relationship management rather than portfolio management.
- Champion and support teammates’ success and bank goals while fostering a culture of diversity.
- 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 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.
- Offer comprehensive financial planning and advice to individuals and families, including advised solutions and Chase partner referrals.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
