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

JPMorganChase • Cedar Park, TX

12d

About The Position

J.P. Morgan Wealth Management Private Client Advisors provide comprehensive financial planning and advice to individuals and families, serving clients ranging from those beginning to save to those with significant wealth. The role offers advised investment solutions and referrals to Chase partners to strengthen client relationships and deliver an exceptional investor experience. Advisors build a book of business through relationship management—not portfolio management—and help clients understand financial markets, available digital tools, and their broader financial needs. The position also contributes to team success and supports a diverse and inclusive workplace.

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 Series 66 (or Series 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 required licensing is obtained within the required timeframe.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Champion and support teammates’ success and the bank’s 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 on technology and channels for monitoring, maintaining, and managing investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Encourage clients’ digital confidence and help them bank when, where, and how they choose.
• Offer advised solutions and Chase partner referrals to deepen client relationships.

What This Job Offers

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