Private Client Advisor - Wealth Planning & Growth

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

Job summary

J.P. Morgan in Houston, TX is on the lookout for a Private Client Advisor to provide personalized investment solutions. In this role, you will build and manage client relationships while offering comprehensive financial planning and advice.

Ideal candidates have at least 2 years of experience in financial advising, possess relevant licenses, and are committed to integrity and client success. This position supports a culture of diversity and innovation.

J.P. Morgan values inclusion and offers a supportive environment for all employees.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivation, and maintenance of client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to monitor investments.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition and maintenance

Goals-based planning

Integrity

Financial market understanding

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan in Houston, TX is on the lookout for a Private Client Advisor to provide personalized investment solutions. In this role, you will build and manage client relationships while offering comprehensive financial planning and advice.

Ideal candidates have at least 2 years of experience in financial advising, possess relevant licenses, and are committed to integrity and client success. This position supports a culture of diversity and innovation.

J.P. Morgan values inclusion and offers a supportive environment for all employees.