Wealth Advisor for Private Clients

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

Job summary

A leading financial services firm is seeking a Private Client Advisor in Houston, Texas. The role involves offering comprehensive financial planning and advice to a diverse clientele. The ideal candidate will have at least 2 years of experience in a Financial Advisor role, a proven track record in building client relationships, and relevant licenses such as Series 7 and 66. The firm emphasizes a commitment to diversity and utilizes innovative technology to enhance client interactions and services.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates’ success and foster a culture of diversity.
• Educate clients on technology for better investment monitoring.

Skills

Client acquisition

Relationship management

Financial planning

Financial markets understanding

Education

Bachelor's degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Houston, Texas. The role involves offering comprehensive financial planning and advice to a diverse clientele. The ideal candidate will have at least 2 years of experience in a Financial Advisor role, a proven track record in building client relationships, and relevant licenses such as Series 7 and 66. The firm emphasizes a commitment to diversity and utilizes innovative technology to enhance client interactions and services.