Wealth Advisor: Private Client — Houston

JPMorgan Chase; Katy (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Houston, TX to deliver personalized financial planning and investment guidance for individuals and families. The role emphasizes relationship-building, ongoing client service, and collaboration with partners to expand an advisory book.

The successful candidate will leverage a broad investment platform, digital tools, and strong ethics to provide exceptional client outcomes and a superior investor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• Bachelor's degree preferred (CFP preferred)

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management
• Provide comprehensive financial planning and investment advice
• Explain market developments and investment strategies to clients
• Collaborate with partners to deepen client relationships and referrals
• Embrace digital tools to enhance client engagement and advisory efficiency

Skills

Series 7

Series 66

Life/LTC license

CFP certification (preferred)

Education

Bachelor's degree

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Houston, TX to deliver personalized financial planning and investment guidance for individuals and families. The role emphasizes relationship-building, ongoing client service, and collaboration with partners to expand an advisory book.

The successful candidate will leverage a broad investment platform, digital tools, and strong ethics to provide exceptional client outcomes and a superior investor experience.