JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (South Central)
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 and investment advice to individuals and families, building client relationships and delivering personalized solutions through a relationship-management focus.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Offer holistic financial coaching and educate clients on digital tools and channels for managing investments.
- Support teammates and bank goals while maintaining integrity, sound judgment, and a commitment to diversity.
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 ability and commitment to goals-based planning and advice.
- Active Series 7; 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