Private Client Wealth Advisor

Testing Site - JPMC; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families in Houston.

You will build relationships, expand your book of business, and help clients monitor and adjust their strategies using digital tools. The role emphasizes integrity, client education, and collaboration with partners across the bank.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and partnering with key stakeholders.
• Commitment to goals-based planning and financial advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care insurance license required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Offer a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Communication skills

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families in Houston.

You will build relationships, expand your book of business, and help clients monitor and adjust their strategies using digital tools. The role emphasizes integrity, client education, and collaboration with partners across the bank.