Private Client Advisor: Relationship-Driven Wealth Solutions

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

Job summary

JPMorganChase is seeking a Financial Advisor in Houston, Texas. The ideal candidate will build strong client relationships and deliver personalized investment solutions while fostering a diverse environment. A successful track record in client acquisition and holding necessary financial licenses are essential for this role.

Join us to drive client success and embrace digital innovations, prioritizing integrity and holistic financial coaching.

Qualifications

• At least 2 years of experience as a Financial Advisor or equivalent.
• Proven record in client acquisition and relationship management.
• Must have valid licenses or obtain them within 60 days of starting.

Responsibilities

• Support teammates and the bank's goals while fostering diversity.
• Build personalized investment solutions for clients.
• Provide holistic financial coaching and education.

Skills

Client acquisition

Relationship management

Financial market analysis

Client education

Digital innovation

Education

Bachelor's degree

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. The ideal candidate will build strong client relationships and deliver personalized investment solutions while fostering a diverse environment. A successful track record in client acquisition and holding necessary financial licenses are essential for this role.

Join us to drive client success and embrace digital innovations, prioritizing integrity and holistic financial coaching.