J.P. Morgan Wealth Management – Private Client Advisor - Central Austin, TX
On-site · Austin, Texas, United States
Austin, Texas, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor role within JPMorgan Chase Wealth Management in Austin, TX. Lead with financial planning, investment solutions, and holistic client coaching for individuals and families; build a book of business through relationship-building with clients and partners, leveraging digital platforms and a client-centric service model to deliver tailored investment guidance and solutions.
Required Qualifications
- Series 7 license
- Series 66 (63/65) license or must be obtained within 60 days
- Life, Health and Long Term Care Insurance license or equivalent
- Bachelor’s degree preferred
- CFP certification preferred
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