Holistic Wealth Advisor - Private Client Planning

Testing Site - JPMC

Houston (TX)

On-site

USD 85,000 - 150,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

J.P. Morgan Chase in Houston seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build lasting client relationships and provide advised solutions through Chase partner referrals.

You will leverage knowledge of markets, fiduciary standards, and digital tools to help clients monitor and manage their wealth across generations.

Qualifications

Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
Proven success in client acquisition, cultivating and maintaining client relationships.
Commitment to goals-based planning and advice for clients.
A valid and active Series 7 license.
A valid and active Series 66 (63/65) license or obtained within 60 days of start.
A valid and active Life, Health and Long Term Care Insurance license or obtained within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
Demonstrate deep understanding of financial markets and sound business judgment.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Educate clients on technology and channels to monitor, maintain, and handle their investments.
Embrace digital innovations to enable clients to bank when, where, and how they want.