Wealth Advisor for Private Clients

JPMorgan Chase & Co.

Houston (TX)

On-site

USD 85,000 - 140,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management in Houston.

You will provide comprehensive financial planning and advice across a diverse client base, building trusted relationships and offering invested solutions to meet evolving financial needs. You will leverage digital channels and partnerships to deliver an exceptional investor experience, coaching clients on monitoring and adjusting their investments as markets evolve.

Qualifications

At least 2 years in a Financial Advisor role or equivalent.
Active Series 7 license.
Active Series 66 (63/65) license or must be obtained within 60 days.
Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.
CFP certification is preferred.
Bachelor’s degree preferred.

Responsibilities

Champion and support teammates’ success and the goals of the bank, while fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions to your clients focusing on relationship management.
Demonstrate a deep understanding of financial markets and sound business judgement.
Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
Educate clients on the technology and channels available to 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.