J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (West Central) 210576342
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 located in Houston, TX. Build a book of business and deliver personalized investment solutions for individuals and families, leveraging leadership and relationship-building skills. Engage clients with holistic financial planning, educate on digital tools to monitor and manage investments, and collaborate with partners to deepen client relationships while maintaining integrity and a client-focused approach.
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 as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment
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