Wealth Advisor: Private Client, Holistic Financial Planning

J.P. Morgan Chase in Austin, TX is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. The role emphasizes relationship building, ongoing client coaching, and leveraging digital tools to enhance the investor experience while upholding fiduciary standards. Candidates should hold or obtain Series 7 and 66 licenses within 60 days of starting, with CFP certification preferred.