J.P. Morgan Wealth Management – Private Client Advisor - Austin, TX (Georgetown area)
On-site · Austin, Texas, United States
Job Summary
Private Client Advisor in J.P. Morgan Chase Wealth Management in Austin, TX. Build a book of business by delivering personalized investment solutions and comprehensive financial planning to individuals and families. Engage clients with a holistic view of their financial needs, educate them on digital channels and monitoring tools, and deepen client relationships through collaboration with partners. Demonstrate strong knowledge of financial markets, integrity, and a commitment to helping clients pursue goals-based planning while leveraging leadership and relationship-building skills.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license or must be obtained within 60 days of starting in the role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
- Demonstrated success in client acquisition and managing client relationships
- Bachelor's degree preferred
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