J.P. Morgan Wealth Management - Private Client Advisor in Licensing - Cedar Park, TX

JPMorgan Chase & Co. • Cedar Park, TX

12d

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, supporting clients ranging from those beginning to save to those with significant wealth. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners, deepening client relationships. The role uses the firm's investment products, thought leadership, and digital technology to help clients meet their financial needs. Its focus is relationship management rather than portfolio management.

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.
• Must 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.
• Unlicensed candidates or candidates without a Series 7 will hold the Financial Advisor in Licensing title until licensing is obtained within the required timeframe.

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, 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 what is right for clients.
• Educate clients about available technology and channels for monitoring, maintaining, and handling 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.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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