J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (South Central)

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 (South Central) branch. In this branch-based role, you will deliver comprehensive financial planning and advice to individuals and families, helping them achieve their long-term wealth goals. As a key member of our Wealth Management team, you will leverage J.P. Morgan's global resources and expertise to provide personalized solutions, including investment management, retirement planning, estate strategies, and philanthropic advisory services. This position is ideal for a client-focused professional passionate about the financial services industry and committed to fostering trust in a dynamic, high-net-worth environment. Your primary focus will be on understanding clients' unique financial situations and aspirations, then crafting tailored strategies that align with their risk profiles and objectives. You will conduct in-depth consultations, analyze portfolios, and recommend J.P. Morgan products such as diversified investment options, lending solutions, and banking services. Collaboration with internal specialists ensures holistic advice, while proactive market insights keep clients informed amid economic shifts. In Houston's vibrant market, you will also engage in community networking to grow your client base and strengthen J.P. Morgan's presence in the South Central region. Success in this role requires a blend of technical expertise and interpersonal skills, with a strong emphasis on compliance and ethical practices. You will thrive in a supportive culture that values innovation and client-centricity, backed by J.P. Morgan's unparalleled platform. If you are a licensed advisor with a proven track record in wealth management, join us to empower clients' financial futures while advancing your career at one of the world's leading financial institutions.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and implement investment strategies tailored to clients' goals, risk tolerance, and life stages
• Build and nurture long-term relationships with high-net-worth clients in the Houston branch
• Conduct client meetings, financial reviews, and portfolio analyses to ensure alignment with objectives
• Collaborate with J.P. Morgan Wealth Management teams, including specialists in estate planning and philanthropy
• Identify opportunities for cross-selling J.P. Morgan products such as banking, lending, and alternative investments
• Ensure all advisory activities comply with J.P. Morgan's ethical standards and regulatory requirements
• Prospect and acquire new clients through networking, referrals, and community involvement in Houston
• Monitor market trends and economic conditions to advise clients proactively
• Maintain accurate records of client interactions and portfolios using J.P. Morgan's proprietary systems

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory 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, with flexibility for client meetings
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience working with high-net-worth individuals and families in the South Central region
• Bilingual proficiency in English and Spanish to serve diverse Houston clientele
• Previous experience at a major financial institution like J.P. Morgan Chase
• Master's degree in finance or related discipline

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and prospecting techniques
• Financial planning software proficiency (e.g., J.P. Morgan tools)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market research and trend analysis
• Team collaboration
• Ethical decision-making

Benefits

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

JP Morgan Chase is an equal opportunity employer.