Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services firm in Houston is looking for a Private Client Advisor to provide comprehensive financial planning and advice. You will support clients from various financial backgrounds and deliver personalized investment solutions. Ideal candidates should have at least 2 years of experience in a Financial Advisor role, strong relationship management skills, and relevant licenses such as Series 7 and Series 66. The role emphasizes client education and leveraging digital tools for investment management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to manage their investments.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Certified Financial Planning (CFP®) certification

Bachelor’s degree

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Houston is looking for a Private Client Advisor to provide comprehensive financial planning and advice. You will support clients from various financial backgrounds and deliver personalized investment solutions. Ideal candidates should have at least 2 years of experience in a Financial Advisor role, strong relationship management skills, and relevant licenses such as Series 7 and Series 66. The role emphasizes client education and leveraging digital tools for investment management.