JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Northeast)
JPMorganChase, Houston, Texas, United States, 77246
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Humble)
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J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Humble)
role at
JPMorgan Chase . Job Description At J.P. Morgan Chase, we are passionate about helping our clients, supporting our employees, building relationships, and delivering exceptional customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product platform and innovative digital technology, you will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting clients at various wealth levels. Your goal is to deliver an outstanding investor experience by offering tailored solutions and leveraging Chase partner referrals to deepen client relationships. Job Responsibilities Support your teammates’ success and the bank’s goals, fostering a culture of diversity. Build a client base and deliver personalized investment solutions through relationship management, not portfolio management. Demonstrate a deep understanding of financial markets and sound business judgment. Act with integrity, prioritizing doing right by clients. Educate clients on technology and channels to monitor and manage their investments. Provide a holistic view of clients’ financial needs and offer financial coaching beyond investments. Embrace digital innovations to enhance clients’ digital confidence and banking experience. Required Qualifications, Capabilities, and Skills At least 2 years of experience as a Financial Advisor or in a similar financial services role. Proven success in client acquisition and relationship management, with collaboration with key partners. Commitment to goals-based financial planning and advice. Active Series 7 license. Active Series 66 (63/65) license required or to be obtained within 60 days of employment. Active Life, Health, and Long-Term Care Insurance licenses required or to be obtained within 60 days of employment. Preferred Qualifications Certified Financial Planner (CFP) certification preferred. Bachelor’s degree preferred. Investment and Insurance Products Disclosures NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR GUARANTEE of JPMorgan Chase Bank, N.A. or affiliates SUBJECT TO INVESTMENT RISKS, INCLUDING LOSS OF PRINCIPAL Products are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment advisor. Insurance products are available through Chase Insurance Agency, Inc. and affiliates. Not all products are available in all states. About Us J.P. Morgan Chase helps nearly half of America’s households and small businesses achieve their financial goals through diverse financial products. Our mission is to create lifelong relationships and put customers first. We offer a competitive rewards package, including salary, commissions, incentives, and benefits such as health care, retirement plans, and more. We value diversity and are an equal opportunity employer, providing accommodations for applicants and employees with disabilities or religious practices. About The Team Our Consumer & Community Banking division offers personal banking, credit cards, mortgages, auto loans, investment advice, small business loans, and payment processing. We lead in credit card sales, deposit growth, and digital solutions, with high customer satisfaction ratings.
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Join to apply for the
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Humble)
role at
JPMorgan Chase . Job Description At J.P. Morgan Chase, we are passionate about helping our clients, supporting our employees, building relationships, and delivering exceptional customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product platform and innovative digital technology, you will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting clients at various wealth levels. Your goal is to deliver an outstanding investor experience by offering tailored solutions and leveraging Chase partner referrals to deepen client relationships. Job Responsibilities Support your teammates’ success and the bank’s goals, fostering a culture of diversity. Build a client base and deliver personalized investment solutions through relationship management, not portfolio management. Demonstrate a deep understanding of financial markets and sound business judgment. Act with integrity, prioritizing doing right by clients. Educate clients on technology and channels to monitor and manage their investments. Provide a holistic view of clients’ financial needs and offer financial coaching beyond investments. Embrace digital innovations to enhance clients’ digital confidence and banking experience. Required Qualifications, Capabilities, and Skills At least 2 years of experience as a Financial Advisor or in a similar financial services role. Proven success in client acquisition and relationship management, with collaboration with key partners. Commitment to goals-based financial planning and advice. Active Series 7 license. Active Series 66 (63/65) license required or to be obtained within 60 days of employment. Active Life, Health, and Long-Term Care Insurance licenses required or to be obtained within 60 days of employment. Preferred Qualifications Certified Financial Planner (CFP) certification preferred. Bachelor’s degree preferred. Investment and Insurance Products Disclosures NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR GUARANTEE of JPMorgan Chase Bank, N.A. or affiliates SUBJECT TO INVESTMENT RISKS, INCLUDING LOSS OF PRINCIPAL Products are offered through J.P. Morgan Securities LLC, a registered broker-dealer and investment advisor. Insurance products are available through Chase Insurance Agency, Inc. and affiliates. Not all products are available in all states. About Us J.P. Morgan Chase helps nearly half of America’s households and small businesses achieve their financial goals through diverse financial products. Our mission is to create lifelong relationships and put customers first. We offer a competitive rewards package, including salary, commissions, incentives, and benefits such as health care, retirement plans, and more. We value diversity and are an equal opportunity employer, providing accommodations for applicants and employees with disabilities or religious practices. About The Team Our Consumer & Community Banking division offers personal banking, credit cards, mortgages, auto loans, investment advice, small business loans, and payment processing. We lead in credit card sales, deposit growth, and digital solutions, with high customer satisfaction ratings.
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