Wealth Advisor: Private Client Relationship Specialist

Testing Site - JPMC; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Houston is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will grow a book of business through strong relationship-building, uphold the highest fiduciary standards, and help clients monitor their investments with digital tools and ongoing education.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Proven success in client acquisition and relationship management.
• Must hold or obtain Series 7, Series 66, and Life/Health/LTC licenses within 60 days.
• Bachelor’s degree preferred.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity by doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank when, where, and how they want.

Skills

Relationship-building

Client acquisition

Financial markets knowledge

Integrity

Digital literacy

Education

Bachelor’s degree preferred

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase in Houston is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will grow a book of business through strong relationship-building, uphold the highest fiduciary standards, and help clients monitor their investments with digital tools and ongoing education.