J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (South Central)
On-site · Houston, Texas, United States
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and deliver personalized investment solutions through relationship management, holistic financial planning, and use of digital tools; collaborates with partners to educate clients on technology-enabled investing and to meet diverse financial needs; requires a Series 7 and Series 66 licenses and Life/Health/LTC licenses, with CFP preferred and a Bachelor’s degree preferred; located in Houston, TX and aligned with a full-time role.
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 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
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