Private Client Wealth Advisor - Growth & Planning

JPMorganChase; Houston (TX); On-site; USD 75,000 - 100,000; Full time

Job summary

A leading financial services firm in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families. The ideal candidate will have at least 2 years in a Financial Advisor role, possess a Series 7 license, and demonstrate success in client acquisition. This full-time role offers the opportunity to build and manage client relationships while embracing digital innovations.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 license.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Champion and support your teammates’ success and the goals of the bank.
• Educate clients on technology to monitor and handle their investments.

Skills

Client acquisition

Financial planning

Investment guidance

Relationship management

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66/63/65 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 guidance for individuals and families. The ideal candidate will have at least 2 years in a Financial Advisor role, possess a Series 7 license, and demonstrate success in client acquisition. This full-time role offers the opportunity to build and manage client relationships while embracing digital innovations.