Wealth Advisor: Private Client Relationships & Planning

JPMorgan Chase & Co.

Houston (TX)

On-site

USD 80,000 - 110,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment guidance to individuals and families.

You will build relationships, educate clients on digital tools, and collaborate with partners to deliver sophisticated wealth solutions. You will emphasize integrity, client-centric service, and ongoing coaching to help clients monitor and adjust their portfolios across markets and life

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.
Demonstrated ability and commitment to goals-based planning and advice.
A valid and active Series 7.
A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients.
Rely on leadership and relationship-building skills with a focus on relationship management.
Demonstrate a deep understanding of financial markets and sound business judgement.
Uphold integrity and do right by clients in every opportunity.
Educate clients on technology and channels to monitor and manage 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.