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

Location: Houston, TX, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our dynamic team in the GH West branch in Houston, TX. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and tailored advice to affluent individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's global resources and expertise, you will provide holistic solutions that encompass investment management, retirement planning, estate strategies, and more, all while fostering trust and loyalty in a client-centric environment. This position offers the opportunity to thrive in Houston's vibrant financial landscape, serving clients in industries like energy and real estate. Your primary focus will be on building and nurturing deep relationships with high-net-worth clients, conducting thorough financial assessments, and recommending personalized strategies using J.P. Morgan's sophisticated tools and products. You will collaborate with internal specialists to offer integrated services, from banking and lending to alternative investments, ensuring seamless execution. Success in this role requires a proactive approach to client acquisition through networking and referrals, while maintaining the highest standards of compliance and ethical advisory practices in line with J.P. Morgan's commitment to integrity. In addition to competitive compensation, this role provides access to J.P. Morgan's renowned professional development programs, enabling continuous growth in the evolving financial services industry. If you are passionate about empowering clients' financial futures and excel in a collaborative, high-performance setting, join us to make a meaningful impact at one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Houston area
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and tax optimization
• Collaborate with J.P. Morgan specialists in banking, lending, and investment management to deliver holistic solutions
• Prospect and acquire new clients through referrals, networking events, and community involvement in GH West Houston
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios and market conditions to recommend timely adjustments and risk management strategies
• Educate clients on J.P. Morgan's suite of wealth management products, including alternative investments and philanthropy advisory
• Participate in branch team meetings and contribute to overall office performance goals
• Maintain accurate records and documentation in J.P. Morgan's client relationship management systems

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• At least 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Houston, TX
• Clean background check and no disqualifying regulatory history

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with affluent clients or families in the energy or real estate sectors common to Houston
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior experience with J.P. Morgan Chase systems or similar enterprise financial platforms
• Master's degree in Finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (SEC/FINRA)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Analytical problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Data interpretation from market reports
• Team collaboration in a corporate environment
• Adaptability to economic and market changes

Benefits

• Competitive base salary plus performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and other financial wellness programs
• Wellness initiatives, including gym memberships and mental health support
• Relocation assistance if applicable for Houston, TX position

JP Morgan Chase is an equal opportunity employer.