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

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

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 (Greater Woodlands) • Houston, TX, United States

Similar jobs

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 - 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 - 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

Private Client Advisor

Bank of America CorporationHouston, TX, United States
Full-time

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and ho... 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

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

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

Private Client Advisor

Bank of AmericaHouston, TX, United States
Full-time

Private Client Advisor Houston, Texas **To proceed with your application, you must be at least 18 years of age.Lateral-US/job/Houston/Private-Client-Advisor\_24020422) **Bank of America employee... Show more

 • Promoted

Wealth Advisor Associate — Inbound Leads, Fiduciary Growth

Sage Search PartnersHouston, TX, United States
Full-time

A financial advisory firm in Houston is seeking a Wealth Advisor to manage client relationships and provide financial and estate planning guidance.You will benefit from 90+ warm leads monthly and a... 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

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 (West Central) 210576342

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 (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

UHNW Private Banking Director | Wealth & Relationship Strategy

Citigroup Inc.Houston, TX, United States
Full-time

Private Banker in Houston, Texas.The role involves developing client relationships and delivering tailored wealth management strategies.Candidates should have over 15 years of experience in Private... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor Houston, TX (West Central) 210576342

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