Wealth Advisor for Private Clients

Next Frontier Capital; Houston (TX); On-site; USD 90,000 - 160,000; Full time

Job summary

J.P. Morgan Chase, a leading financial services firm, is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build relationships, expand your book of business, and deliver personalized investment solutions with a strong emphasis on integrity and client outcomes. You will use knowledge of financial markets and digital tools to educate clients, monitor investments, and provide holistic financial

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 (63/65) licenses or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance licenses or must be obtained within 60 days of starting.
• Strong goals-based planning and client advisory relationship skills.
• Experience in client acquisition and partnering with internal channels.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Provide holistic financial coaching beyond investments.
• Educate clients on technology and channels to monitor, manage and access their investments.
• Foster a culture of diversity and support teammates’ success and goals.
• Represent the bank and offer comprehensive financial planning and advice to individuals and families.

Skills

Client acquisition

Relationship management

Financial advisory

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase, a leading financial services firm, is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build relationships, expand your book of business, and deliver personalized investment solutions with a strong emphasis on integrity and client outcomes. You will use knowledge of financial markets and digital tools to educate clients, monitor investments, and provide holistic financial