Wealth Advisor: Build Client Relationships & Solutions

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Houston, Texas, to provide comprehensive financial planning and advice. The ideal candidate will have at least 2 years of experience and demonstrate success in client acquisition and relationship management.

Responsibilities include delivering personalized investment solutions and educating clients on available technology. A valid Series 7 and Series 66 license is required. Join a team focused on fostering diversity and delivering exceptional client experiences.

Qualifications

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

Responsibilities

• Support teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels for better investment management.

Skills

Client acquisition

Relationship management

Financial market understanding

Digital technology education

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. is seeking a Private Client Advisor in Houston, Texas, to provide comprehensive financial planning and advice. The ideal candidate will have at least 2 years of experience and demonstrate success in client acquisition and relationship management.

Responsibilities include delivering personalized investment solutions and educating clients on available technology. A valid Series 7 and Series 66 license is required. Join a team focused on fostering diversity and delivering exceptional client experiences.