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Senior Private Wealth Investment Advisor
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-06-02
Listing for:
TwinThread
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
J.P. Morgan is seeking an experienced Investment Specialist to enhance client relationships and provide investment advisory. This role requires a Bachelor's degree and preferably an MBA or CFA, along with seven or more years in the Financial Services industry.
The Investment Specialist will conduct investment reviews, develop policies, and close sales for complex products. They will also provide guidance to junior staff and collaborate with various advisors. A competitive rewards package and a diverse working environment are offered.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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