Wealth & Relationship Advisor for Private Clients

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

Job summary

J.P. Morgan Chase in Houston, TX is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build a book of business, collaborate with partners, and provide an exceptional investor experience while navigating complex markets.

This role requires industry licenses and a commitment to high ethical standards, with a focus on education and digital tools to enhance client service.

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, and integrating with key partners.
• Demonstrated ability and commitment to goals‑based planning and advice.
• Licenses: Series 7, Series 66 or must obtain within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

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 judgement.
• Exhibit unwavering integrity that guides actions with clients.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable client self‑service and mobility.

Skills

Relationship building

Client acquisition

Financial planning

Education

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

CFP certification (preferred)

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase in Houston, TX is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build a book of business, collaborate with partners, and provide an exceptional investor experience while navigating complex markets.

This role requires industry licenses and a commitment to high ethical standards, with a focus on education and digital tools to enhance client service.