J.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (GH Central )

About the role

J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment products and services. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

Job Responsibilities

• Champion and support your teammates' success and foster a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients
• Support clients with a focus on relationship management, not portfolio management
• Show a deep understanding of financial markets and sound business judgment
• Exhibit unwavering integrity and ethical behavior
• Provide holistic financial coaching and education to clients
• Embrace digital innovations to enhance client engagement and satisfaction

Required Qualifications, Capabilities, And Skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, relationship building, and integration with key partners
• Proven ability and commitment to providing goals-based planning and advice
• A valid and active Series 7A, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planning (CFP®) certification
• Bachelor's degree preferred

Investment And Insurance Products Are NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT A NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

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About Us

We are a leading financial services firm committed to helping nearly half of America's households and small businesses achieve their financial goals. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to meet their financial needs.

Our Team

Our Consumer & Community Banking division provides a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Equal Opportunity Employer

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.