Private Client Wealth Advisor - Planning & Solutions

JPMorgan Chase & Co.; Houston (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Houston, TX is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advisory for individuals and families.

You will build trusted relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement. The role emphasizes relationship management over portfolio management, with ongoing education of clients on digital solutions and channels for monitoring investments.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and work with partners.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through relationship-building and leadership.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients be digitally confident and bank when, where, and how they want.

Skills

Relationship-building

Financial advisory

Client acquisition

Goals-based planning

Series 7

Series 66

Investments licensing

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Houston, TX is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advisory for individuals and families.

You will build trusted relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement. The role emphasizes relationship management over portfolio management, with ongoing education of clients on digital solutions and channels for monitoring investments.