Private Client Wealth Advisor – Houston

JPMorgan Chase; Conroe (TX); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Benefits package

On-site wellness centers

Tuition reimbursement

Diversity & inclusion program

Résumé du poste

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor in the Houston area to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, assess client goals, and provide tailored advisory solutions using a broad product platform. You will work with Chase partners to deepen client relationships, support business development, and uphold a culture of integrity and service excellence.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7; a valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred.

Responsabilités

• Build a book of business and deliver personalized investment solutions to clients by relying on relationship-building skills and leadership.
• Partner with bank teams to deepen client relationships and provide holistic financial planning.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide comprehensive financial coaching beyond investments.

Connaissances

Financial advisory experience

Client relationship cultivation

Licenses: Series 7

Licenses: Series 66

Licenses: Life/Health/LTC

Formation

Bachelor’s degree (preferred)

CFP certification (preferred)

Description du poste

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor in the Houston area to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, assess client goals, and provide tailored advisory solutions using a broad product platform. You will work with Chase partners to deepen client relationships, support business development, and uphold a culture of integrity and service excellence.