J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast)

Aumni; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

J.P. Morgan in Houston, TX is on the lookout for a Private Client Advisor to provide personalized investment solutions. In this role, you will build and manage client relationships while offering comprehensive financial planning and advice.

Ideal candidates have at least 2 years of experience in financial advising, possess relevant licenses, and are committed to integrity and client success. This position supports a culture of diversity and innovation.

J.P. Morgan values inclusion and offers a supportive environment for all employees.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivation, and maintenance of client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to monitor investments.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition and maintenance

Goals-based planning

Integrity

Financial market understanding

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast)

Location: Houston, TX

Job ID: 210655070

Job Category: Advisors

Business Unit: Consumer & Community Banking

Posting Date: 08/07/2025

Job Schedule: Full time

Job Description

At J.P. Morgan Chase, we help our clients, employees, and customers with dedicated service while upholding diversity and inclusion. Using a comprehensive investment platform and cutting‑edge digital technology, you represent our brand and interact with clients to provide suitable investment solutions.

As a Private Client Advisor in Chase Wealth Management, you offer comprehensive financial planning and advice to individuals and families, supporting clients from early savings to significant wealth. You deliver an exceptional investor experience by offering tailored solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Show unwavering integrity, doing right by clients at every opportunity.
• Educate clients on technology and channels to better monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank confidently on their terms.

Required qualifications, capabilities, and skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivation, and maintenance of client relationships.
• Demonstrated ability and commitment to goals‑based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (or 63/65) license; must be obtained within 60 days of start.
• A valid and active Life, Health and Long Term Care Insurance license; must be obtained within 60 days of start.

Preferred qualifications, capabilities, and skills

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

Investment and Insurance Products

Products are not FDIC insured, not insured by any federal agency, and subject to investment risks including potential loss of principal.

Equal Opportunity Employer/Disability/Veterans

We are an equal‑opportunity employer and value diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, gender, sexual orientation, gender identity, age, veteran status, disability, or any other basis protected under applicable law. We make reasonable accommodations for applicants’ and employees’ religious practices and disabilities. FAQs: Information about requesting accommodations is available.