Private Wealth Advisor

Aumni; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Houston, Texas. The role involves offering comprehensive financial planning and advice to clients, with a focus on relationship management. Candidates must have at least 2 years of experience in a financial advisor position, possess a Series 7 and Series 66 licenses, along with a Life, Health and Long Term Care Insurance license. The role demands a commitment to client success and a deep understanding of financial markets.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Financial planning

Relationship management

Digital confidence

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Houston, Texas. The role involves offering comprehensive financial planning and advice to clients, with a focus on relationship management. Candidates must have at least 2 years of experience in a financial advisor position, possess a Series 7 and Series 66 licenses, along with a Life, Health and Long Term Care Insurance license. The role demands a commitment to client success and a deep understanding of financial markets.