Wealth Advisor: Holistic Planning & Digital Solutions

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

Job summary

JPMorgan Chase & Co. in Houston, TX is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, focusing on relationship building and tailored investment solutions through Chase Wealth Management.

You will grow your book of business, collaborate with partners, and demonstrate market knowledge and compliance. A Series 7 and Series 66 license are required or must be obtained within 60 days, along with Life/Health/LTC licenses.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to grow a client base and manage relationships.
• Strong knowledge of financial markets and investment concepts.
• Ability to meet licensing requirements within 60 days.

Responsibilities

• Build and manage a book of business with a client-focused approach.
• Provide comprehensive financial planning and investment advice.
• Collaborate with partners to deliver tailored solutions.
• Stay informed on market developments and regulatory requirements.
• Educate clients on digital tools to monitor investments.
• Maintain a holistic view of clients' financial needs.
• Demonstrate integrity and client-centric service.

Skills

Relationship-building

Client acquisition

Goals-based planning

Series 7

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Houston, TX is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, focusing on relationship building and tailored investment solutions through Chase Wealth Management.

You will grow your book of business, collaborate with partners, and demonstrate market knowledge and compliance. A Series 7 and Series 66 license are required or must be obtained within 60 days, along with Life/Health/LTC licenses.