JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor in Licensing - Georgetown, TX (Cedar Breaks)
Georgetown, TX · Full-time · Posted Oct 9, 2026
- Experience
- At least 1 year in a Banker role or equivalent experience in financial services.
About the job
Provides comprehensive 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 through relationship management and personalized investment solutions, not portfolio management.
- Educate clients about financial technology and provide financial coaching beyond investments.
- Support teammates and bank goals while delivering client-focused service 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.
- Valid and active Series 7 and 66 (63/65), and Life and Health Insurance license; required licenses must be obtained within 120 days of starting as a condition of employment.
Nice to have
- Bachelor’s degree preferred.
Model-written summary · the original posting is authoritative