Private Client Advisor — Wealth Planning & Relationships

Aumni; Houston (TX); Presencial; USD 80.000 - 100.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase is seeking a Private Client Advisor in Houston, TX to offer comprehensive financial planning and personalized investment solutions to clients. The role requires at least 2 years of financial advisory experience, valid Series 7 and 66 licenses, and a commitment to client relationship management. Candidates should possess strong leadership skills and a passion for educating clients on digital banking. A Bachelor’s degree and CFP certification are preferred. This position promotes a culture of diversity and inclusion.

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid Series 7, Series 66, and insurance licenses required.

Responsabilidades

• Provide personalized investment solutions to clients.
• Demonstrate understanding of financial markets.
• Educate clients on available technology and channels.

Conocimientos

Client acquisition

Financial advising

Relationship management

Integrity

Digital confidence

Educación

Bachelor’s degree

Certified Financial Planning (CFP)

Herramientas

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Descripción del empleo

J.P. Morgan Chase is seeking a Private Client Advisor in Houston, TX to offer comprehensive financial planning and personalized investment solutions to clients. The role requires at least 2 years of financial advisory experience, valid Series 7 and 66 licenses, and a commitment to client relationship management. Candidates should possess strong leadership skills and a passion for educating clients on digital banking. A Bachelor’s degree and CFP certification are preferred. This position promotes a culture of diversity and inclusion.