Private Client Advisor
Not Disclosed•Full-TimeOn-site
location_onTravis County Constable Precinct Five, 700, Lavaca Street, Austin, Travis County, Texas, 78701, United States
About the Team
At J.P. Morgan Chase, we are driven by an enthusiasm for helping our clients, taking care of our employees, building lasting relationships, and delivering extraordinary customer service. We maintain a strong commitment to diversity and inclusion, leveraging a broad investment product and thought leadership platform alongside cutting-edge digital technology to serve our community.
About the Role
As a Private Client Advisor in Chase Wealth Management, you will be front and center representing our brand and interacting directly with clients to offer the best investment solutions for their financial needs. You will provide comprehensive financial planning and advice to individuals and families, supporting a wide range of clients from those just starting to save to those with significant wealth.
Your focus will be on delivering an exceptional investor experience through advised solutions and strategic partner referrals that deepen client relationships. You will build a book of business by relying on leadership and relationship-building skills, with a consistent emphasis on relationship management rather than portfolio management. Beyond investments, you will provide a holistic view of clients' needs, offering financial coaching and educating them on the technology and channels available to better monitor and handle their assets. By embracing digital innovations, you will help clients become more digitally confident and bank when, where, and how they want.
Equal Opportunity
We champion a culture of diversity and inclusion, supporting the success of our teammates and the goals of the bank. We consider qualified applicants regardless of background.
Important Disclosure
Investment and insurance products are not FDIC insured, not insured by any federal government agency, and not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates. These products are subject to investment risks, including possible loss of the principal amount invested. Investment products and services are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc., a licensed insurance agency. Products may not be available in all states.
Work location
Work model: On-site
Travis County Constable Precinct Five, 700, Lavaca Street, Austin, Travis County, Texas, 78701, United States
Similar Job Opportunities
Skills, education and keywords
Skills: Series 7, Series 66, Series 63, Series 65, Life Insurance, Health Insurance, Long Term Care Insurance, CFP.
Education: Bachelor's degree preferred.
Frequently asked questions about Private Client Advisor at Chase MedSearch LP
What does a Private Client Advisor at Chase MedSearch LP do?expand_more
A Private Client Advisor at Chase MedSearch LP is responsible for the following: Build a book of business and deliver personalized investment solutions to clients; Provide comprehensive financial planning and advice to individuals and families; Offer advised solutions and partner referrals to deepen client relationships; and Coach clients on holistic financial needs beyond investments.
What are the requirements for this Private Client Advisor role?expand_more
To qualify for the Private Client Advisor at Chase MedSearch LP position, applicants should have: At least 2 years in a Financial Advisor role or equivalent financial services experience; Valid and active Series 7 license; Valid and active Series 66 (63/65) license or must be obtained within 60 days; and Valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.
Where is the Private Client Advisor role at Chase MedSearch LP located?expand_more
Private Client Advisor at Chase MedSearch LP is based in Travis County Constable Precinct Five, 700, Lavaca Street, Austin, Travis County, Texas, 78701, United States. This is a on-site role.