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Wealth Advisor Private Clients
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-01-16
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Houston is looking for a Private Client Advisor to provide comprehensive financial planning and advice. You will support clients from various financial backgrounds and deliver personalized investment solutions. Ideal candidates should have at least 2 years of experience in a Financial Advisor role, strong relationship management skills, and relevant licenses such as Series 7 and Series 66.
The role emphasizes client education and leveraging digital tools for investment management.
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