Strategic Private Wealth Advisor

JPMorganChase; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Base salary plus commission

Discretionary incentive compensation

Comprehensive health care

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

On-site wellness centers

Job summary

J.P. Morgan Chase in Houston is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and custom investment solutions for individuals and families.

You will cultivate relationships and guide clients through market dynamics using leading technology and a client‑focused approach. The ideal candidate brings 2+ years in a financial advisory role, a valid Series 7, Series 66, and Life/Health/LTC licenses (or plans to obtain within 60 days).

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals‑based planning and advice.
• Active Series 7 required.
• Active Series 66 (63/65) required or to be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients based on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain unwavering integrity to act in clients' best interests at all times.
• 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 innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Financial planning

Financial markets

Digital channels

Integrity

Education

Bachelor's degree

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase in Houston is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and custom investment solutions for individuals and families.

You will cultivate relationships and guide clients through market dynamics using leading technology and a client‑focused approach. The ideal candidate brings 2+ years in a financial advisory role, a valid Series 7, Series 66, and Life/Health/LTC licenses (or plans to obtain within 60 days).