J.P. Morgan Wealth Management - Select Growth Advisor - Houston, TX

About the role

Using a broad investment product and thought‑leadership platform along with cutting‑edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, supporting a wide range of clients—from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Responsibilities

• Support a thriving book of business by delivering personalized investment solutions to clients through thought leadership and relationship‑building skills, with a focus on growing the practice.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity, doing right by clients at every opportunity.
• Foster a client‑centric planning process and ensure implementation of financial planning strategies.
• Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and share updates with clients.
• Deliver a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Develop and implement marketing strategy, including social media, client‑specific presentation materials, and hosting client events.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
• Champion and support teammates' success and the bank’s goals while fostering teamwork and collaboration with partners and cross‑functional teams.

Requirements

• A minimum of 4 years of financial services experience.
• Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals‑based planning and advice.
• Demonstrated understanding of investment products and services.
• Understanding of market performance and market trends.
• Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks, and work independently.
• Ability to communicate effectively with clients and team members while maintaining professionalism.
• A valid and active Series 7 license is required or must be obtained within 60 days of starting.
• A valid and active Series 66 (or 63/65) license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health, and Long‑Term Care Insurance license is required or must be obtained within 60 days of starting.

Preferred Qualifications

• Certified Financial Planning (CFP®) or Wealth Management Certified Planner (WMCP) certification.
• Bachelor’s degree.

About the company

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also support small businesses, nonprofits, and cities with solutions that address all their financial needs.

Pay

Base salary is determined based on the role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

Benefits

• Comprehensive health‑care coverage.
• On‑site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Additional programs and benefits based on eligibility.