Private Client Wealth Advisor | Relationship & Planning

JPMorgan Chase & Co.; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to clients. The ideal candidate will have a strong background in client acquisition and relationship management.

You will support clients at all wealth levels, fostering enduring client relationships and enhancing their digital banking experience. Required qualifications include relevant financial licenses and at least 2 years of experience in financial services.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and relationship management.
• Ability to provide goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Embrace digital innovations for better client experiences.

Skills

Client acquisition

Relationship management

Financial market understanding

Digital technology proficiency

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. in Houston is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to clients. The ideal candidate will have a strong background in client acquisition and relationship management.

You will support clients at all wealth levels, fostering enduring client relationships and enhancing their digital banking experience. Required qualifications include relevant financial licenses and at least 2 years of experience in financial services.