J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (Greater Woodlands)
On-site · Houston, Texas, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to individuals and families, leveraging leadership and relationship-building skills to provide an exceptional investor experience. The role emphasizes relationship management, education on digital channels, and holistic financial coaching beyond investments, with a focus on using a broad investment product and thought leadership platform to meet clients' financial needs. Requires relevant financial services experience, Series 7 and Series 66 licenses (or obtaining them within 60 days), and Life/Health/LTC licenses (or obtaining within 60 days); CFP certification is preferred and a Bachelor's degree is preferred. The position centers on helping clients monitor and manage their investments, while embracing digital innovations to enable banking when, where, and how clients want.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- 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
- Certified Financial Planning (CFP®) certification is preferred
- 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.