J.P. Morgan Wealth Management - Private Client Advisor - Houston, TX (Gulf Coast/Southeast)

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 Houston, TX branch, serving the vibrant Gulf Coast and Southeast markets. In this branch-based role, you will deliver personalized financial planning and advisory services to affluent individuals and families, helping them achieve their long-term wealth goals. As a key member of our team, you will leverage J.P. Morgan's renowned expertise and global resources to provide holistic solutions, including investment management, retirement planning, and legacy strategies. This position offers the opportunity to build a thriving practice in a dynamic region known for its energy sector and growing high-net-worth population. Your day-to-day responsibilities will focus on cultivating deep client relationships through proactive engagement and tailored advice. You will conduct comprehensive needs assessments, recommend diversified investment portfolios from J.P. Morgan's award-winning offerings, and collaborate with our network of specialists to address complex financial challenges. Success in this role requires a client-centric approach, where you not only advise on market opportunities but also guide clients through life's milestones with empathy and precision. Compliance and ethical standards are paramount, ensuring all recommendations align with regulatory guidelines and J.P. Morgan's commitment to integrity. We value professionals who thrive in a collaborative, high-performance environment and are passionate about empowering clients' financial futures. With access to cutting-edge tools, ongoing training, and a supportive culture, this role positions you for career growth within one of the world's leading financial institutions. If you are a licensed advisor with a proven track record in wealth management, join J.P. Morgan to make a meaningful impact in Houston's thriving community.

Key Responsibilities

• Develop and maintain long-term relationships with high-net-worth individuals and families in the Houston area
• Provide comprehensive financial planning, including investment advice, retirement strategies, and estate planning
• Conduct client meetings to assess financial goals, risk tolerance, and recommend tailored solutions from J.P. Morgan's suite of products
• Prospect and acquire new clients through networking, referrals, and community involvement in the Gulf Coast/Southeast region
• Collaborate with J.P. Morgan teams, including investment specialists and bankers, to deliver holistic wealth management services
• Monitor client portfolios and adjust strategies based on market conditions and life events
• Ensure compliance with regulatory requirements and J.P. Morgan's internal policies
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Participate in branch events and initiatives to grow the Private Client Advisor practice

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3-5 years of experience in financial advisory, wealth management, or client-facing roles
• Valid life insurance license and ability to obtain additional state-specific licenses
• Proven track record of client relationship management and asset gathering
• Strong understanding of financial planning principles and investment products
• Ability to work in a branch-based environment in Houston, TX

Preferred Qualifications

• Advanced degree such as MBA or CFP certification
• Experience in the Gulf Coast or Southeast markets
• Bilingual proficiency in English and Spanish to serve diverse client bases
• Prior experience with high-net-worth individuals or families
• Knowledge of J.P. Morgan's wealth management platforms and tools

Required Skills

• Financial analysis and portfolio management
• Client relationship building and retention
• Knowledge of investment products (stocks, bonds, mutual funds, ETFs)
• Regulatory compliance and risk management
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational skills
• Proficiency in financial planning software (e.g., Morningstar, Bloomberg)
• Understanding of tax and estate planning basics
• Emotional intelligence and empathy for client needs
• Networking and referral generation
• Digital literacy for client portals and CRM systems
• Adaptability to market changes
• Team collaboration in a corporate environment

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities through J.P. Morgan's training programs
• Employee stock purchase plan and financial wellness resources
• Access to exclusive J.P. Morgan perks, such as cultural event discounts and wellness programs
• Relocation assistance for qualifying candidates moving to Houston, TX

JP Morgan Chase is an equal opportunity employer.