Talent.com
JPMorgan Chase & Co.
J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (South Central)JPMorgan Chase & Co. • Houston, TX, United States
J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (South Central)

J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (South Central)

JPMorgan Chase & Co. • Houston, TX, United States
30+ days ago
Job type
  • Full-time
Job description
At . Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities
  • Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients’ needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • 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
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, . OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through . Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, . are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Create a job alert for this search

J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (South Central) • Houston, TX, United States

Similar jobs

J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Northeast)

ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor Houston, TX (Greater Woodlands)

JPMorgan ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Fort Bend, TX and surrounding areas

JPMorgan ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor Houston, TX (South Central)

JPMorgan ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast)

JPMorgan ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (GH West)

JPMorgan ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Finacial Advisor

TradeJobsWorkForce77001 Houston, TX, US
Full-time

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more

 • Promoted

Energy Upstream Investment Banking - Associate Director

ScotiabankHouston, TX, United States
Full-time

A leading financial institution is seeking an Associate Director in Investment Banking to lead diverse transactions in Houston.Responsibilities include managing client relationships, mentoring juni... Show more

 • Promoted

PWM Private Wealth Advisor

U.S. BancorpHouston, TX, United States
Full-time

Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives.Our teams advise clients holistically on wealth and estate planning, investments, banking, credit,... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast)

ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (GH West)

ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor Houston, TX (Greater Woodlands)

ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Investment Banking - Healthcare - Payor Services - EY Capital Advisors -Managing Director

EY-ParthenonHouston, TX, United States
Full-time

Location: Atlanta, Boston, Chicago, Cincinnati, Cleveland, Charlotte, Dallas, Houston, Los Angeles, McLean, Minneapolis, Nashville, New York, San Francisco.At EY, we’re all in to shape your future ... Show more

 • Promoted

Private Wealth Management Wealth Advisor

Regions FinancialHouston, TX, United States
Full-time

Private Wealth Management Advisor.At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined affluent and high net worth market ... Show more

 • Promoted

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth

Goldman Sachs, Inc.Houston, TX, United States
Full-time

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, includ... Show more

 • Promoted

PWM Private Wealth Advisor

U.S. BankHouston, TX, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Northeast)

JPMorgan ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Fort Bend, TX and surrounding areas

ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor Houston, TX (South Central)

ChaseHouston, TX, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Investment Funds Associate — Private Equity Structuring

We Are Legal RevolutionHouston, TX, United States
Full-time

A national legal services firm is seeking a Mid-Level Associate in Investment Funds within their Houston practice.This role involves structuring and launching private investment funds, advising on ... Show more