J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast)
On-site · Houston, Texas, United States
Job Summary
Private Client Advisor in Houston, TX leads comprehensive financial planning and investment-solutions-focused client service within JPMorgan Chase's Wealth Management. Responsibilities center on building and managing a book of business, delivering personalized investment solutions, educating clients on digital channels, and leveraging leadership and partnerships to deepen client relationships. Requires relationship-management strengths, understanding of financial markets, integrity, and the ability to guide clients through technology-enabled planning; licensure requirements include Series 7, Series 66 (63/65) and Life/Health/LTC licenses with 60-day start windows. Preferred CFP and bachelor’s degree. Location is Houston, TX; role emphasizes in-person client engagement within Wealth Management.
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 license
- A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
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.