J.P. Morgan Wealth Management - Private Client Advisor - Southeast Houston, TX (Parkwood & Southbelt)
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 your teammates' success and foster a culture of diversity
- Build a book of business and deliver personalized investment solutions to clients
- Support clients with a holistic view of their needs, including financial coaching beyond investments
- Embrace digital innovations to enhance clients' confidence and engagement with their investments
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 7A, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses
Preferred Qualifications
- Certified Financial Planning (CFP®) certification
- Bachelor's degree
Skills
Deep understanding of financial markets and sound business judgment, demonstrated integrity, and a passion for educating clients on available technologies and channels.
Benefits
Comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Pay
Base salary determined based on the 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.
About J.P. Morgan Chase
J.P. Morgan Chase is committed to creating engaged, lifelong relationships with customers and placing them at the heart of everything we do. We serve nearly half of America's households and small businesses through a broad range of financial products and services. We are an equal opportunity employer and place a high value on diversity and inclusion.