Wealth Planning Advisor — Holistic Client Solutions

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

Job summary

J.P. Morgan Chase in Houston, TX, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families.

You will expand your client book through relationship-building, advising on wealth strategies, and leveraging Chase referrals to deepen client relationships. The role emphasizes goals-based planning, deep market knowledge, and fiduciary integrity, with a focus on educating clients about digital tools to monitor and manage their

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7 license required; Series 66 (63/65) and Life, Health & LTC licenses due within 60 days of start.

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 by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets

Integrity

Digital education

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree

Job description

J.P. Morgan Chase in Houston, TX, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families.

You will expand your client book through relationship-building, advising on wealth strategies, and leveraging Chase referrals to deepen client relationships. The role emphasizes goals-based planning, deep market knowledge, and fiduciary integrity, with a focus on educating clients about digital tools to monitor and manage their