J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (GH West)
On-site · Houston, Texas, United States
Houston, Texas, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management, based in Houston, TX, provides comprehensive financial planning and advice to individuals and families. Build a book of business and deliver personalized investment solutions with a focus on relationship management, integrity, and educating clients on technology and channels to monitor and manage investments. Collaborate with partners to deepen client relationships and help clients become digitally confident and bank where, when, and how they want.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
Desired Qualifications
- Certified Financial Planning (CFPae) certification is preferred
- Bachelor 0bbs degree preferred
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