JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor in Licensing - Cedar Park, TX (Vista Ridge)
Cedar Park, TX · Full-time · Posted Oct 27, 2026
- Experience
- At least 1 year in a Banker role or equivalent experience in financial services.
About the job
Provides financial planning and investment advice to individuals and families, building client relationships and offering personalized investment solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide clients with financial coaching, educate them about digital tools, and help address needs beyond investments.
- Support teammates and bank goals while delivering an exceptional client experience with integrity.
What they ask for
- 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.
- A valid and active Series 7 and 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment.
Nice to have
- Bachelor’s degree preferred
Model-written summary · the original posting is authoritative