J.P. Morgan Wealth Management- Private Client Advisor- Houston, TX (West Central)
About the role
J.P. Morgan Chase is dedicated to helping clients manage their financial needs, supporting them through a variety of investment solutions. As a Private Client Advisor in Chase Wealth Management, you will play a crucial role in providing 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 exhibit sound business judgment
- Embody integrity and act in the best interest of clients at all times
- Provide holistic financial coaching and education to clients
- Adopt and utilize 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 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
- Preferred certification in Certified Financial Planning (CFP®)
- 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
About Us
Chase is a leading financial services firm, serving nearly half of America's households and small businesses. Our mission is to create engaged, lifelong relationships and prioritize our customers. 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, a retirement savings plan, and mental health support.
Our Team
The Consumer & Community Banking division at Chase provides a wide array 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 strive to maintain high levels of customer satisfaction.