Wealth Management Client Advisor - Houston & LA Travel

JPMorgan Chase & Co.; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks a Client Advisor in Wealth Management to grow the firm’s footprint across Houston, surrounding markets, and Louisiana, with emphasis on Wirehouse Financial Advisors.

You will lead an Integrated Client Team to deliver investment solutions—including ETFs, mutual funds, SMAs, and alternatives—while communicating market perspectives and portfolio construction insights. Success depends on strong relationship management, a consultative approach, and close

Qualifications

• Bachelor’s degree required.
• Active Series 7 and Series 63 licenses.
• Proven experience in client relationship management.
• Strong communication, presentation, and interpersonal skills.
• Demonstrated ability to collaborate and drive results within a team-based coverage model.
• Willingness to travel weekly within the assigned territory.

Responsibilities

• Build, deepen, and expand relationships with Financial Advisors, Market Directors, and Private Client Advisors across the territory.
• Deliver consultative, goals-based investment solutions to help clients increase assets under management across ETFs, mutual funds, SMAs, and alternatives.
• Communicate J.P. Morgan’s market views and portfolio construction perspectives through established programs, insights, and thought leadership.
• Serve as the primary point of contact—advocating for client needs and ensuring a high-quality experience.
• Lead and coordinate the Integrated Client Team and internal partners to deliver seamless support and execute strategic initiatives.
• Organize and lead client meetings, presentations, and events to drive engagement and outcomes.
• Travel regularly within the assigned territory to meet with clients and prospects.
• Represent J.P. Morgan’s values of integrity, excellence, and partnership in every interaction.

Job description

JPMorgan Chase & Co. in Houston seeks a Client Advisor in Wealth Management to grow the firm’s footprint across Houston, surrounding markets, and Louisiana, with emphasis on Wirehouse Financial Advisors.

You will lead an Integrated Client Team to deliver investment solutions—including ETFs, mutual funds, SMAs, and alternatives—while communicating market perspectives and portfolio construction insights. Success depends on strong relationship management, a consultative approach, and close