Wealth Advisor - Private Client & Planning

Aumni; Houston (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Houston to deliver comprehensive financial planning and personalized investment solutions for individuals and families. You will build relationships, educate clients on digital tools, and collaborate with partners to deepen client engagement.

The role requires Series 7 and Series 66 licenses or expedited obtainment within 60 days, plus Life/Health and Long Term Care licenses. A CFP credential and a bachelor's degree are preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire clients and maintain relationships and collaborate with partners.
• Commitment to goals-based planning and advisory services.
• Licenses: Series 7 and Series 66 or to obtain within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Grow a book of business and deliver personalized investment solutions focusing on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Act with integrity and put clients first in all interactions.
• Educate clients on digital tools and channels for monitoring investments.
• Offer holistic financial coaching beyond investments.

Skills

Relationship building

Client acquisition

Financial planning

Investment knowledge

Ethical integrity

Education

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

CFP (Certified Financial Planner)

Bachelor’s degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Houston to deliver comprehensive financial planning and personalized investment solutions for individuals and families. You will build relationships, educate clients on digital tools, and collaborate with partners to deepen client engagement.

The role requires Series 7 and Series 66 licenses or expedited obtainment within 60 days, plus Life/Health and Long Term Care licenses. A CFP credential and a bachelor's degree are preferred.