Private Client Wealth Advisor

Aumni; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Base salary plus commission potential

Comprehensive benefits package

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase in Houston seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families, building meaningful relationships and trusted advisement.

You will partner with specialists to provide holistic wealth solutions, stay current on markets, and educate clients on digital tools for monitoring and managing their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management with key partners.
• Commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) or must be obtained within 60 days of starting.
• Valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain high ethical standards and integrity in client interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.
• Embrace digital tools to enhance client engagement and accessibility.

Skills

Client relationship management

Financial market understanding

Integrity & ethics

Digital channel proficiency

Education

Bachelor’s degree (preferred)

CFP certification

Tools

Brokerage licenses (Series 7/66)

Life/Health/ LTC licenses

Job description

JPMorgan Chase in Houston seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families, building meaningful relationships and trusted advisement.

You will partner with specialists to provide holistic wealth solutions, stay current on markets, and educate clients on digital tools for monitoring and managing their investments.