Senior Private Wealth Investment Advisor
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
We are looking to fill the Senior Private Wealth Investment Advisor position at Aumni in Austin, TX, United States.
We have an opening for a Senior Private Wealth Investment Advisor in Austin, TX, United States within Finance.
This role, Senior Private Wealth Investment Advisor at Aumni, could be your next move.
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