Wealth Advisor for Private Clients & Planning

JPMorgan Chase; Houston (TX); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Advisor in Houston, TX to offer comprehensive financial planning and advice. You will champion teammates' success and build personalized investment solutions for a diverse client base. The ideal candidate will have experience in client acquisition, the ability to obtain financial licenses, and a deep understanding of financial markets. This role includes a competitive salary and benefits package, with a focus on diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Valid and active Series 7 and Series 66 (63/65) licenses required.

Responsibilities

• Champion teammate success and bank goals while fostering a culture of diversity.
• Build a book of business with personalized investment solutions.
• Educate clients on technology and investment management.

Skills

Financial advising

Client acquisition

Relationship management

Financial planning

Integrity

Education

Bachelor's degree

Certified Financial Planner (CFP®)

Job description

A leading financial services firm is seeking a Private Client Advisor in Houston, TX to offer comprehensive financial planning and advice. You will champion teammates' success and build personalized investment solutions for a diverse client base. The ideal candidate will have experience in client acquisition, the ability to obtain financial licenses, and a deep understanding of financial markets. This role includes a competitive salary and benefits package, with a focus on diversity and inclusion.