J.P. Morgan Wealth Management - Private Client Advisor – Houston, TX (West Central) 210576342

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 (West Central) branch. In this role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to retirement planning, all while fostering enduring relationships that drive long-term success. This branch-based position offers the opportunity to thrive in a dynamic, client-centric environment within one of the world's leading financial institutions. Your primary focus will be on understanding clients' financial goals, risk profiles, and life objectives to craft personalized plans that incorporate J.P. Morgan's innovative products, including equities, fixed income, alternatives, and sustainable investing options. You will collaborate with cross-functional teams, such as lending specialists and estate planners, to provide holistic advice that encompasses banking, credit, and philanthropic services. In Houston's vibrant market, you will actively prospect for new business through networking, referrals, and community engagement, contributing to the branch's growth while ensuring all recommendations adhere to the highest standards of regulatory compliance and ethical practices. Success in this role requires a passion for client service, a deep knowledge of the financial services industry, and the ability to adapt to evolving market conditions. As a Private Client Advisor, you will not only manage substantial assets under management (AUM) but also empower clients to achieve their aspirations, whether it's funding education, securing legacies, or optimizing tax efficiency. J.P. Morgan Wealth Management provides the tools, training, and support needed to excel, including access to proprietary research and technology platforms, in a culture that values integrity, innovation, and inclusion.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Houston West Central area
• Develop and maintain long-term relationships with private clients, identifying opportunities to deepen engagement with J.P. Morgan Wealth Management services
• Conduct comprehensive needs assessments, including risk tolerance, goals, and financial situations, to recommend tailored investment portfolios
• Collaborate with J.P. Morgan specialists in banking, lending, and philanthropy to deliver holistic wealth solutions
• Prospect and acquire new clients through referrals, networking events, and community involvement in Houston
• Ensure all advisory activities comply with SEC, FINRA, and internal J.P. Morgan policies
• Monitor client portfolios, provide ongoing performance reviews, and adjust strategies based on market conditions
• Educate clients on J.P. Morgan's suite of products, including alternative investments and sustainable finance options
• Contribute to branch goals by supporting team efforts in client retention and business development
• Maintain accurate records in CRM systems and prepare reports for senior management

Required Qualifications

• Bachelor's degree or equivalent experience in finance, business, or related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3 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
• Clean regulatory history and adherence to FINRA standards

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management platforms and tools
• Bilingual proficiency in English and Spanish, given the diverse client base in Houston
• Prior success in asset gathering and portfolio management exceeding $10M AUM
• Knowledge of estate planning, tax strategies, and retirement planning for affluent clients

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory compliance knowledge (FINRA/SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• CRM software proficiency (e.g., Salesforce)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and advisory persuasion
• Market trend analysis
• Tax and estate planning basics
• Team collaboration and leadership

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 match up to 6%
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for certifications like CFP
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness centers
• Relocation assistance for qualified candidates moving to Houston, TX

JP Morgan Chase is an equal opportunity employer.