Private Client Advisor — Wealth Planning & Digital

JPMorgan Chase; Houston (TX); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm based in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and advisory services. The role involves building client relationships and offering personalized investment solutions tailored to individual needs. Candidates should have at least 2 years in a financial advisory role, with relevant licenses including Series 7 and Series 66. The firm offers competitive total rewards and a commitment to diversity and inclusion.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent.
• Proven success in cultivating client relationships.
• Active Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business offering personalized investment solutions.
• Demonstrate understanding of financial markets.
• Guide clients with a holistic view of their financial needs.

Skills

Client acquisition

Relationship management

Financial coaching

Educating clients

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Financial planning software

Investment analysis tools

Job description

A leading financial services firm based in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and advisory services. The role involves building client relationships and offering personalized investment solutions tailored to individual needs. Candidates should have at least 2 years in a financial advisory role, with relevant licenses including Series 7 and Series 66. The firm offers competitive total rewards and a commitment to diversity and inclusion.