JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Central Austin, TX
Austin, TX · Full-time · Posted Jan 8, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and delivering an exceptional investor experience.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Offer holistic financial coaching, goals-based advice, and referrals to Chase partners.
- Educate clients about digital tools and channels for monitoring and managing investments.
What they ask for
- 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.
- Valid and active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative