Private Client Advisor - Wealth Planning & Relationships

JPMorgan Chase & Co.; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

A leading financial services firm in Houston is seeking a Private Client Advisor to deliver personalized investment solutions and build strong client relationships. The role requires at least 2 years of financial advising experience and a commitment to client education on investment technology. The ideal candidate will be adept in financial market understanding and capable of obtaining necessary licenses. Join a culture that values diversity and exceptional client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability to obtain relevant licenses within 60 days.

Responsibilities

• Champion and support teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial market understanding

Digital technology education

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Job description

A leading financial services firm in Houston is seeking a Private Client Advisor to deliver personalized investment solutions and build strong client relationships. The role requires at least 2 years of financial advising experience and a commitment to client education on investment technology. The ideal candidate will be adept in financial market understanding and capable of obtaining necessary licenses. Join a culture that values diversity and exceptional client service.