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Financial Advisor Financial Consultant

Private Client Advisor - Holistic Wealth Planning

Job in Austin, Travis County, Texas, 78716, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Austin, Texas is seeking a Private Client Advisor to offer comprehensive financial planning and advice to a diverse clientele. The role involves building relationships, delivering personalized investment solutions, and supporting clients in their financial journeys. Candidates should have at least 2 years of financial advising experience, relevant licenses, and a commitment to client success.

A bachelor’s degree and CFP® certification are preferred, and the firm values diversity and inclusion.
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