Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.; Houston (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

A leading financial services firm in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. Candidates should have at least 2 years of experience in financial services, strong relationship management skills, and valid financial licenses. This role focuses on delivering exceptional client experiences and leveraging digital tools for enhanced service. The ideal candidate will thrive in a diversity-driven environment and demonstrate unwavering integrity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals‑based planning and advice.
• A valid and active Series 7 and Series 66 licenses are required.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident.

Skills

Client acquisition

Relationship management

Financial planning

Educating clients

Digital innovation

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

A leading financial services firm in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. Candidates should have at least 2 years of experience in financial services, strong relationship management skills, and valid financial licenses. This role focuses on delivering exceptional client experiences and leveraging digital tools for enhanced service. The ideal candidate will thrive in a diversity-driven environment and demonstrate unwavering integrity.