JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Northeast)
Houston, TX · Full-time · Posted Feb 19, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning, investment advice, and relationship-focused wealth management to individuals and families, while building a client book of business.
What you'll do
- Build and maintain client relationships, acquire clients, and deliver personalized investment solutions with a focus on relationship management rather than portfolio management.
- Provide goals-based financial planning, financial coaching, and advice beyond investments.
- Educate clients on digital tools and investment channels, and collaborate with teammates and key partners.
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 integrating with key partners; demonstrated commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain each within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative