Wealth Management Client Advisor — Houston & LA

JPMorganChase; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorganChase's J.P. Morgan Asset Management is seeking a Client Advisor in the Wealth Management channel to expand the firm’s presence across Houston, surrounding markets, and Louisiana, with a focus on Wirehouse Financial Advisors.

You will lead an Integrated Client Team to deliver investment insights and portfolio construction ideas across ETFs, mutual funds, SMAs, and alternatives. The role requires strong relationship management, a consultative sales approach, and collaboration with

Qualifications

• Bachelor's degree required.
• Active Series 7 and Series 63 licenses.
• Proven experience in client relationship management and consultative sales.
• Strong communication and presentation skills; ability to influence senior stakeholders.
• Willingness to travel weekly within the territory.

Responsibilities

• Build and expand relationships with Financial Advisors and other partners in the territory.
• Deliver tailored investment solutions across ETFs, mutual funds, SMAs, and alternatives.
• Lead the Integrated Client Team and coordinate internal partners to support clients.
• Organize meetings and events to drive engagement and outcomes.
• Represent JPMorgan Chase values in all interactions.

Skills

Relationship Management

Consultative Sales

Communication Skills

Team Collaboration

Education

Bachelor's Degree

Job description

JPMorganChase's J.P. Morgan Asset Management is seeking a Client Advisor in the Wealth Management channel to expand the firm’s presence across Houston, surrounding markets, and Louisiana, with a focus on Wirehouse Financial Advisors.

You will lead an Integrated Client Team to deliver investment insights and portfolio construction ideas across ETFs, mutual funds, SMAs, and alternatives. The role requires strong relationship management, a consultative sales approach, and collaboration with