JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast)
Houston, TX · Full-time · Posted Feb 19, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and offering personalized solutions and partner referrals.
What you'll do
- Build a book of business through relationship management and personalized investment solutions.
- Provide holistic financial coaching, goals-based advice, and education about digital tools and investment channels.
- Support teammates and bank goals while delivering client service with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and partnering with key colleagues.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative