Private Wealth Advisor: Relationship & Planning Leader

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

Job summary

JPMorgan Chase & Co. in Houston is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, offer tailored solutions, and partner with Chase referrals to deepen client relationships.

This role emphasizes integrity, market understanding, and the ability to educate clients on digital tools to monitor and manage their investments, while maintaining a holistic view of their financial needs.

Qualifications

• Minimum 2 years as Financial Advisor or similar financial services experience.
• Proven success in acquiring and maintaining clients with partner integration.
• Strong goals-based planning and advisory skills.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or within 60 days of start.
• Active Life, Health and Long Term Care licenses or within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions while focusing on relationship management.
• Support teammates' success and foster a culture of diversity.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain integrity and do right by clients.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank anywhere.

Skills

Client acquisition

Relationship management

Financial planning

Goals-based planning

Financial advisory

Education

CFP

Bachelor's degree

Job description

JPMorgan Chase & Co. in Houston is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, offer tailored solutions, and partner with Chase referrals to deepen client relationships.

This role emphasizes integrity, market understanding, and the ability to educate clients on digital tools to monitor and manage their investments, while maintaining a holistic view of their financial needs.