Private Client Advisor: Relationship-Led Investments

JPMorganChase; Houston (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorganChase in Houston is looking for a dedicated Financial Advisor to enhance client relationships and provide personalized investment solutions. The role demands strong relationship management skills and a comprehensive understanding of financial markets.

Applicants need at least two years of relevant financial experience and must obtain necessary licenses within 60 days. A Bachelor's degree and CFP certification are preferred. Embrace innovative technology to support client investments with integrity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Success in client acquisition and maintaining relationships.
• Must obtain Series 66 within 60 days if not already licensed.

Responsibilities

• Champion and support teammates' success.
• Build a book of business with personalized investment solutions.
• Demonstrate deep understanding of financial markets.

Skills

Client acquisition

Relationship management

Financial planning and advice

Integrity

Digital confidence

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase in Houston is looking for a dedicated Financial Advisor to enhance client relationships and provide personalized investment solutions. The role demands strong relationship management skills and a comprehensive understanding of financial markets.

Applicants need at least two years of relevant financial experience and must obtain necessary licenses within 60 days. A Bachelor's degree and CFP certification are preferred. Embrace innovative technology to support client investments with integrity.