Private Client Advisor: Build Wealth for Gulf Coast & Southeast

JPMorganChase; Houston (TX); On-site; USD 80,000 - 125,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm in Houston is seeking a Private Client Advisor to offer personalized investment solutions and financial planning to clients. The ideal candidate should have a minimum of 2 years in a Financial Advisor role and demonstrated success in client acquisition. The firm values client relationships, diversity, and strong integrity. This role comes with a comprehensive rewards package, including compensation based on experience and skill set.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates' success and foster a culture of diversity.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Integrity

Digital confidence

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Investment products

Digital banking platforms

Job description

A leading financial services firm in Houston is seeking a Private Client Advisor to offer personalized investment solutions and financial planning to clients. The ideal candidate should have a minimum of 2 years in a Financial Advisor role and demonstrated success in client acquisition. The firm values client relationships, diversity, and strong integrity. This role comes with a comprehensive rewards package, including compensation based on experience and skill set.