Holistic Wealth Advisor & Relationship Builder

JPMorganChase; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorganChase in Houston, Texas, seeks a Private Client Advisor to provide comprehensive financial planning and advice. The successful candidate will build client relationships and deliver personalized investment solutions while fostering a culture of diversity.

Ideal candidates have at least 2 years of experience as a Financial Advisor, a passion for client education, and the necessary licenses such as Series 7 and Series 66. Join us to help clients achieve their financial goals and offer extraordinary customer service.

Qualifications

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

Responsibilities

• Champion teammates' success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology available for managing investments.

Skills

Financial Advisor experience

Client acquisition

Relationship management

Financial market knowledge

Integrity

Education

Bachelor's degree preferred

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

JPMorganChase in Houston, Texas, seeks a Private Client Advisor to provide comprehensive financial planning and advice. The successful candidate will build client relationships and deliver personalized investment solutions while fostering a culture of diversity.

Ideal candidates have at least 2 years of experience as a Financial Advisor, a passion for client education, and the necessary licenses such as Series 7 and Series 66. Join us to help clients achieve their financial goals and offer extraordinary customer service.