Talent.com
JPMorgan Chase & Co.
J.P. Morgan Wealth Management – Private Client Advisor - Central Austin, TXJPMorgan Chase & Co. • Austin, TX, United States
J.P. Morgan Wealth Management – Private Client Advisor - Central Austin, TX

J.P. Morgan Wealth Management – Private Client Advisor - Central Austin, TX

JPMorgan Chase & Co. • Austin, TX, United States
30+ days ago
Job type
  • Full-time
Job description
At . Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities
  • Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better 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
Required qualifications, capabilities, and skills
  • 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
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, . OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through . Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, . are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Create a job alert for this search

J.P. Morgan Wealth Management – Private Client Advisor - Central Austin, TX • Austin, TX, United States

Similar jobs

Private Client Advisor II- Austin, TX

Bank of AmericaAustin, TX, United States
Full-time

Bank Of America Job Opportunity.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our ... Show more

 • Promoted

Wealth Advisor (Austin)

SWBCAustin, TX, United States
Full-time

SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop an overall comprehensive plan.Once goals have been identified and a plan is developed, the Wealth Adviso... Show more

 • Promoted

U.S. Private Bank Investment Specialist Executive Director

JPMorgan ChaseAustin, TX, United States
Full-time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ... Show more

 • Promoted

Mortgage Financing Advisor - (Pulte Mortgage)

PulteGroupAustin, TX, United States
Full-time

This position is 100% in person Monday - Friday in Austin, Texas.The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebu... Show more

 • Promoted

Private Mortgage Banker (SAFE) Austin

Wells FargoAustin, TX, United States
Full-time

Private Mortgage Banker (SAFE).Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.Learn more about our career areas and lines of business.Participat... Show more

 • Promoted

Associate Wealth Advisor - Hightower Signature Wealth

Hightower AdvisorsAustin, TX, United States
Permanent

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - North and West Austin, TX

ChaseAustin, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Wealth Financial Advisor - Austin, TX

Corebridge FinancialAustin, TX, United States
Full-time

At Corebridge Financial, we believe action is everything.That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their fi... Show more

 • Promoted

U.S. Private Bank Investment Professional Associate

ChaseAustin, TX, United States
Full-time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ... Show more

 • Promoted

Wealth Advisory - Relationship Manager

FartherAustin, TX, United States
Full-time

Wealth Advisory - Relationship Manager.Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experienc... Show more

 • Promoted

Senior Wealth Advisor

SquaremouthAustin, TX, United States
Full-time

Compensation: $200,000 per year (2-year forgivable draw).Location: Hybrid-Austin, Texas.HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk m... Show more

 • Promoted

Premier Client Banker - PNC Wealth Management

PNCAustin, TX, United States
Full-time +1

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ... Show more

 • Promoted

Director, Wealth Advisor

ChoreoAustin, TX, United States
Full-time

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to f... Show more

 • Promoted

Financial Advisor - Austin, TX

North Star Resource GroupAustin, TX, United States
Full-time

Financial Advisor - Austin, TX.North Star Resource Group is looking to find a candidate for a financial consultant position in Austin, TX.We are looking for a recent college graduate or a more expe... Show more

 • Promoted

Sales Client Advisor - BMW of South Austin

Hendrick Automotive Group CorporateAustin, TX, US
Full-time

BMW of South Austin Location: 5501 S.IH 35 Frontage Rd, Austin, Texas 78744 Summary: Sells new or used vehicles at a profit to the dealership, while ensuring customer satisfaction.Supervisory Respo... Show more

 • Promoted

Private Wealth Banker

BOK FinancialAustin, TX, United States
Full-time

Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker... Show more

 • Promoted

Private Wealth Management Registered Client Relationship Analyst

Morgan StanleyAustin, TX, United States
Full-time

Registered Client Relationship Analyst.Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ t... Show more

 • Promoted

Client Partner, SMC

Snap, Inc.Austin, TX, United States
Full-time

Snap Inc is a technology company.We believe the camera presents the greatest opportunity to improve the way people live and communicate.Snap contributes to human progress by empowering people to ex... Show more

 • Promoted

Finacial Advisor

TradeJobsWorkForce78779 Austin, TX, US
Full-time

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more

 • Promoted

Business Development Associate

MaxmyinterestAustin, TX, United States
Full-time

Business Development Associate.Six Trees Capital LLC is a financial technology company that operates MaxMyInterest.Max"), an intelligent cash management solution that helps individual investors ear... Show more