JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor in Licensing - Georgetown, TX (Georgetown)
Georgetown, TX · Full-time · Posted Oct 14, 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 advised solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Educate clients about investment technology and digital banking channels, 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.
- Obtain valid and active Series 7 and 66 (63/65), and Life and Health Insurance licenses within 120 days of starting; licensing is a condition of employment.
Nice to have
- Bachelor’s degree.
Model-written summary · the original posting is authoritative