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

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 Central Houston branch in Houston, TX. In this branch-based role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive planning and advice to help them achieve their long-term financial goals. As part of one of the world's leading financial institutions, you will leverage J.P. Morgan's extensive resources, including proprietary research, global investment expertise, and innovative digital platforms, to provide personalized wealth management solutions tailored to high-net-worth clients in the dynamic Houston market. Your primary focus will be on building and nurturing deep client relationships through proactive engagement, thorough needs analysis, and customized strategies encompassing investments, retirement planning, estate solutions, and lending. You will collaborate with J.P. Morgan's network of specialists to offer holistic advice, while ensuring all recommendations align with the highest standards of compliance and fiduciary responsibility. Success in this role requires a passion for client success, the ability to thrive in a collaborative branch environment, and a commitment to growing assets under management while fostering referrals within Houston's affluent communities. This position offers the opportunity to advance your career within J.P. Morgan Chase, with access to ongoing training, mentorship, and performance-driven rewards. If you are a licensed professional with a proven track record in financial advising and a drive to make a meaningful impact on clients' financial futures, join our team to contribute to J.P. Morgan's legacy of excellence in wealth management.

Key Responsibilities

• Provide comprehensive financial planning and personalized advice to individuals and families, focusing on wealth accumulation, preservation, and transfer
• Develop and maintain long-term relationships with private clients in the Central Houston branch, identifying opportunities to deepen client engagement
• Conduct thorough needs assessments and create tailored investment portfolios using J.P. Morgan's suite of wealth management solutions
• Collaborate with internal teams, including investment specialists and lending experts, to deliver holistic financial strategies
• Prospect and acquire new high-net-worth clients through networking, referrals, and community involvement in Houston
• Ensure all advisory services comply with SEC, FINRA, and J.P. Morgan regulatory standards
• Monitor client portfolios and market conditions to adjust strategies proactively
• Educate clients on J.P. Morgan's digital tools, research resources, and sustainable investing options
• Participate in branch events and contribute to team goals for asset growth and client satisfaction
• Document client interactions and maintain accurate records in J.P. Morgan's CRM systems

Required Qualifications

• Bachelor's degree in finance, business administration, economics, 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 developing 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 Central Houston, TX
• U.S. work authorization and ability to pass background checks

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience with J.P. Morgan Chase products and services
• Bilingual proficiency in English and Spanish to serve diverse Houston clientele
• Prior success in asset gathering and portfolio management exceeding $10M AUM
• Knowledge of estate planning and tax strategies for high-net-worth individuals

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Regulatory knowledge (SEC, FINRA)
• 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 research and trend analysis
• Digital tool utilization for financial planning
• 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 matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and licensing support
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• Wellness programs with gym memberships, mental health support, and fitness reimbursements
• Relocation assistance for eligible candidates moving to Houston, TX

JP Morgan Chase is an equal opportunity employer.