Gulf Coast/Southeast Private Client Advisor

JPMorgan Chase & Co.; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Private Client Advisor in Houston, Texas, to offer comprehensive financial planning and advice. The ideal candidate will assist clients with tailored investment solutions, support relationship management, and educate clients on market trends. With a focus on integrity and client education, this role requires a strong financial services background and specific licensing. Opportunities for career growth in a diverse environment are available.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Ability to commit to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success while fostering a diverse culture.
• Build a book of business delivering personalized investment solutions.
• Demonstrate a deep understanding of financial markets.

Skills

Client relationship management

Financial advising

Goal-based planning

Digital technology education

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial institution is seeking a Private Client Advisor in Houston, Texas, to offer comprehensive financial planning and advice. The ideal candidate will assist clients with tailored investment solutions, support relationship management, and educate clients on market trends. With a focus on integrity and client education, this role requires a strong financial services background and specific licensing. Opportunities for career growth in a diverse environment are available.