J.P. Morgan Wealth Management - Private Client Advisor - Fort Bend, TX and surrounding areas
On-site · Houston, Texas, United States
Houston, Texas, United StatesOn-siteFull TimeMid LevelNot SpecifiedFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Financial Services
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management. Build a book of business and deliver personalized investment solutions through strong leadership and relationship-building, leveraging digital tools to enhance client experiences. Demonstrate deep knowledge of financial markets, uphold high integrity, educate clients on technology channels, and collaborate with partners to deepen client relationships.
Required Qualifications
- A valid and active Series 7 license is required
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Preferred: Certified Financial Planning (CFP®) certification
- Bachelor’s degree preferred
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.