Strategic Private Wealth Advisor – Houston

JPMorgan Chase; Baytown (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Comprehensive benefits package

On-site health and wellness centers

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Houston, TX to deliver comprehensive financial planning and investment guidance to individuals and families, building a solid client base and leveraging Chase referrals to deepen relationships.

You will use a broad investment platform and digital tools to offer tailored solutions, educate clients on technology, and provide holistic financial coaching beyond investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

Responsibilities

• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their 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 management

Goals-based planning

Financial markets understanding

Series 7

Series 66

Insurance licensing

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase is seeking a Private Client Advisor in Houston, TX to deliver comprehensive financial planning and investment guidance to individuals and families, building a solid client base and leveraging Chase referrals to deepen relationships.

You will use a broad investment platform and digital tools to offer tailored solutions, educate clients on technology, and provide holistic financial coaching beyond investments.