Chase Careers | Private Client Advisor, Houston
Job Description
Chase Wealth Management Private Client Advisor
As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Duties and Responsibilities
Your main responsibilities in this role include the following:
Job Requirements
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Certified Financial Planning (CFP®) certification is preferred
Bachelor’s degree preferred
Job Details
Company Name: JPMorgan Chase & Co
Employment Type: Full-time
Job Location: Houston, TX, United States
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