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Financial Consultant

Executive Director, Private Wealth Investments

Job in Austin, Travis County, Texas, 78716, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Austin, Texas is seeking an experienced Investment Specialist. This role involves advising clients on investment solutions, conducting investment reviews, and developing investment policy statements. The ideal candidate has over seven years of experience in the financial services industry, holds a Bachelor's degree (MBA or CFA preferred), and possesses necessary licenses. You will collaborate with a team to enhance client relationships and drive business success.
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