J.P. Morgan Wealth Management – Private Client Advisor - Austin, TX (Georgetown Area)

Location: Austin, TX, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our branch in the Austin, TX (Georgetown Area). As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to individuals and families, helping them navigate their financial journeys with confidence. Leveraging J.P. Morgan's global resources and expertise, you will create personalized strategies that encompass investment management, retirement planning, estate strategies, and more, all while fostering trust-based relationships in a dynamic local market. Your day-to-day responsibilities will include prospecting for new clients through community engagement and referrals, conducting in-depth consultations to understand unique client needs, and recommending tailored solutions from J.P. Morgan's suite of wealth management products. You will collaborate with cross-functional teams to ensure seamless execution of plans, monitor portfolio performance against benchmarks, and stay abreast of regulatory changes and market insights to provide proactive guidance. This role demands a client-centric approach, where success is measured by client retention, asset growth, and satisfaction in a competitive financial services landscape. J.P. Morgan Wealth Management offers an unparalleled platform for professional growth, with access to cutting-edge tools, ongoing training, and a supportive culture that values innovation and integrity. If you are passionate about empowering clients to achieve their financial goals and thrive in a fast-paced branch environment, this position provides the opportunity to make a meaningful impact while advancing your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement investment strategies tailored to clients' goals, risk tolerance, and life stages
• Prospect, acquire, and retain high-net-worth clients through branch-based networking and referrals
• Conduct client meetings to review portfolios, assess financial needs, and recommend J.P. Morgan products and services
• Collaborate with J.P. Morgan teams, including investment specialists and estate planners, to deliver holistic solutions
• Ensure compliance with SEC, FINRA, and internal J.P. Morgan policies in all advisory activities
• Monitor market trends and economic conditions to adjust client strategies proactively
• Build long-term relationships by delivering exceptional service and achieving client satisfaction metrics
• Participate in community events in the Georgetown Area to enhance J.P. Morgan's local presence
• Maintain accurate records of client interactions and transactions using J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in the Austin, TX (Georgetown Area) location
• Clean regulatory history with no UCR or significant supervisory issues

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the Texas market
• Bilingual proficiency in English and Spanish to serve diverse client bases in Austin
• Prior experience with J.P. Morgan Chase systems and wealth management platforms
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, alternatives)
• Client relationship management and consultative selling
• Regulatory compliance and risk assessment
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Networking and business development
• Knowledge of tax and estate planning basics
• Data interpretation from financial reports
• Adaptability to market volatility
• Team collaboration in a corporate environment
• Ethical decision-making in high-stakes scenarios

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs, including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to the Austin area

JP Morgan Chase is an equal opportunity employer.