J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Northeast)
About the role
J.P. Morgan Chase is dedicated to helping clients, employees, and communities thrive. We leverage advanced investment products and digital technologies to offer tailored financial solutions. As a Private Client Advisor in Chase Wealth Management, you'll provide comprehensive financial planning and advice to individuals and families.
Job Responsibilities
- Champion and support team members' success and foster a diverse culture
- Build and manage a book of business by offering personalized investment solutions
- Provide holistic financial coaching and guidance beyond traditional investments
- Use digital innovations to enhance clients' investment experiences
- Support and integrate with key partners to strengthen client relationships
Required Qualifications, Capabilities, And Skills
- At least 2 years in a Financial Advisor role or equivalent experience
- Demonstrated success in client acquisition, relationship building, and integration with key partners
- Proven ability and commitment to providing goals-based financial 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 Planner (CFP®) certification
- Bachelor's degree
Investment And Insurance Products
Products not FDIC insured, not guaranteed by any federal government agency, not a deposit or obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates. Subject to investment risks, including possible loss of principal amount invested. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About Us
We are a leading financial services firm serving nearly half of America's households and small businesses. Our mission is to build engaged, lifelong relationships with our customers and support their financial goals. We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. We also provide a range of benefits and programs to support employee needs, such as comprehensive health care coverage, on-site health and wellness centers, retirement savings plans, and mental health support.
Our Team
Our Consumer & Community Banking division offers a variety of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are committed to leading the U.S. in credit card sales and deposit growth and maintaining high levels of customer satisfaction.