Private Client Wealth Advisor

Aumni; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in the Houston area to provide comprehensive financial planning and advice for individual and family clients. Responsibilities include building client relationships, delivering personalized investment solutions, and educating clients on available resources. Candidates should have a minimum of 2 years’ experience in financial advising, possess relevant licenses, and demonstrate a commitment to client-centered service. This role fosters diversity and offers a competitive rewards package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship maintenance.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates' success and promote diversity in the workplace.
• Build and deliver personalized investment solutions for clients.
• Educate clients about digital tools to monitor their investments.

Skills

Financial advising experience

Client relationship management

Goals-based planning

Investment knowledge

Education

Bachelor’s degree

CFP certification

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in the Houston area to provide comprehensive financial planning and advice for individual and family clients. Responsibilities include building client relationships, delivering personalized investment solutions, and educating clients on available resources. Candidates should have a minimum of 2 years’ experience in financial advising, possess relevant licenses, and demonstrate a commitment to client-centered service. This role fosters diversity and offers a competitive rewards package.