J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (South Central)

JPMorganChase; Houston (TX); Presencial; USD 75.000 - 100.000; Jornada completa

Descripción de la vacante

A leading financial services firm in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families. The ideal candidate will have at least 2 years in a Financial Advisor role, possess a Series 7 license, and demonstrate success in client acquisition. This full-time role offers the opportunity to build and manage client relationships while embracing digital innovations.

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 license.

Responsabilidades

• Build a book of business and deliver personalized investment solutions to clients.
• Champion and support your teammates’ success and the goals of the bank.
• Educate clients on technology to monitor and handle their investments.

Conocimientos

Client acquisition

Financial planning

Investment guidance

Relationship management

Educación

Bachelor’s degree

Certified Financial Planning (CFP) certification

Herramientas

Series 7 license

Series 66/63/65 license

Life, Health and Long Term Care Insurance license

Descripción del empleo

Overview

J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (South Central) – Houston, TX

Role: Private Client Advisor in Chase Wealth Management, focused on comprehensive financial planning and investment guidance for individuals and families.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity and do right by clients at every opportunity
• Educate clients on technology and channels to 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 digitally confident and bank where, when, 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 and maintaining client relationships
• 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 or must be obtained within 60 days of starting in the role
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role

Preferred Qualifications, Capabilities, And Skills

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

Investment And Insurance Products

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA).

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

Equal Opportunity

We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of protected attributes. We also provide reasonable accommodations for applicants’ religious practices and beliefs, as well as mental health or disability needs.

About The Team

Our Consumer & Community Banking division serves Chase customers with a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.

Employment details

• Employment type: Full-time
• Seniority level: Not Applicable
• Job function: Finance and Sales