J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast)
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
- Show unwavering integrity and ethical behavior
- Provide holistic financial coaching and education to clients
- Embrace digital innovations to enhance client engagement and satisfaction
Requirements
- At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
- Proven success in client acquisition, relationship building, and integration with key partners
- Strong background in 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
- Certified Financial Planner (CFP®) certification
- Bachelor's degree
Skills
Expertise in financial markets, strong interpersonal and relationship-building skills, and a commitment to continuous learning and professional development.
Benefits
Comprehensive health care coverage, on-site health and wellness centers, retirement savings plans, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Pay
Base salary determined based on role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be available.
Schedule
Flexible work schedule to accommodate client needs and personal commitments.