Private Client Advisor — Holistic Wealth Planning

JPMorgan Chase & Co.; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Houston, TX, seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families.

You will partner with clients to understand goals, explain solutions, and provide an exceptional investor experience within Chase Wealth Management. You will rely on your knowledge of markets, fiduciary standards, and digital tools to build lasting relationships, grow a book of business, and collaborate with trusted partners.

Qualifications

• 2+ years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship building.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Represent the bank with integrity and client-focused service.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enhance client engagement.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Houston, TX, seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families.

You will partner with clients to understand goals, explain solutions, and provide an exceptional investor experience within Chase Wealth Management. You will rely on your knowledge of markets, fiduciary standards, and digital tools to build lasting relationships, grow a book of business, and collaborate with trusted partners.