Private Client Advisor: Relationship-Driven Wealth Solutions

JPMorganChase; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorganChase is seeking a Financial Advisor in Houston, Texas to provide personalized investment solutions and champion team success. The ideal candidate will possess at least 2 years of experience in a financial advisory role, demonstrate success in client acquisition, and hold necessary financial licenses, such as Series 7 and Series 66.

A Bachelor's degree and CFP certification are preferred. Join a diverse team committed to delivering exceptional customer service and financial coaching.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Successful in client acquisition and maintaining relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology and channels.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Leadership skills

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Financial Advisor in Houston, Texas to provide personalized investment solutions and champion team success. The ideal candidate will possess at least 2 years of experience in a financial advisory role, demonstrate success in client acquisition, and hold necessary financial licenses, such as Series 7 and Series 66.

A Bachelor's degree and CFP certification are preferred. Join a diverse team committed to delivering exceptional customer service and financial coaching.