J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (GH West)
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 provide comprehensive financial planning and advice to individuals and families, focusing on relationship management rather than portfolio management.
Responsibilities
- Champion and support team members' success and foster a diverse culture
- Build a book of business and deliver personalized investment solutions to clients
- Demonstrate a deep understanding of financial markets and sound business judgment
- Exhibit integrity and a passion for educating clients on investment technologies and channels
- Offer a holistic view of clients' needs and provide financial coaching
- Embrace digital innovations to enhance client confidence and engagement
Requirements
- 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 goals-based planning and advice
- A valid and active Series 7, 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
Benefits
We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Additional benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Equal opportunity employer committed to diversity and inclusion.
Pay
Base salary determined based on role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be awarded.
Schedule
Flexible work schedule to accommodate client needs and personal commitments.