J.P. Morgan Chase & Co.

Wealth Management Advisor

J.P. Morgan Chase & Co.

Houston, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are looking for an experienced and motivated Wealth Management Advisor to join J.P. Morgan Chase & Co. and help our clients create and execute their financial plans and investment strategies. In this role, you will work directly with high-net-worth clients to ensure they reach their financial goals. You should have a passion for financial planning and a commitment to providing the highest level of customer service.The ideal candidate for this position should have a strong background in financial services and wealth management, with a minimum of 5 years of experience. You should also have a comprehensive knowledge of investments, taxes, estate planning, and insurance products. Additionally, you should have excellent communication, customer service, and organizational skills, as well as strong problem-solving and analytical abilities. If you are motivated to join a world-class team of financial professionals and have a passion for helping clients succeed, we want to hear from you!

Where is this job?
This job is located at Houston, TX, USA
Job Qualifications
  • Or A Related Field

  • Bachelor's Degree In Finance

  • Accounting

  • At Least Five Years Of Experience In Wealth Management And Financial Planning

  • Strong Knowledge Of Investment Strategies

  • Portfolio Management

  • And Financial Markets

  • Excellent Analytical And Problem-Solving Skills

  • Ability To Make Sound Investment Decisions

  • Proven Track Record Of Providing Exceptional Customer Service

  • Cfp (Certified Financial Planner) Or Other Relevant Professional

Required Skills
  • Risk Management

  • Financial Planning

  • Communication

  • Business Development

  • Negotiation

  • Financial Modeling

  • Relationship Building

  • Portfolio Management

  • Regulatory compliance

  • Client Relations

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Investment Analysis

  • Tax Strategies

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • flexibility

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Houston, TX, USA is $48,000 to $118,000 per year. This range varies depending on the experience and qualifications of the individual wealth management advisor.

Additional Information
J.P. Morgan Chase & Co. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 21st, 2023
Apply BeforeMay 10th, 2026
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About J.P. Morgan Chase & Co.

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the sixth largest bank in the world by total assets, with total assets of US$2.687 trillion.

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