J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (GH West)

TwinThread; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread is seeking a Financial Advisor to build personalized investment solutions for clients and foster a culture of diversity within the team. The role requires at least 2 years of experience in financial services, along with a valid Series 7 and Series 66 license.

Benefits include competitive salary, health care coverage, retirement plans, and more. The position emphasizes client education and support for achieving financial goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Valid and active Series 7 and Series 66 licenses required.
• Must obtain Life, Health, and Long Term Care Insurance license within 60 days.

Responsibilities

• Support teammates’ success and foster diversity.
• Build personalized investment solutions and manage client relationships.
• Educate clients on financial technology and channels.

Skills

Client acquisition

Relationship management

Financial market understanding

Digital confidence education

Education

Bachelor's degree

Certified Financial Planning (CFP)

Job description

Job responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

• Certified Financial Planning (CFP) certification is preferred
• Bachelor’s degree preferred

Benefits

We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash or equity. Additional benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.

Equal Opportunity Employer/Disability/Veterans