Private Wealth Advisor: Holistic Financial Planning
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
J.P. Morgan Chase in Houston is seeking a Private Client Advisor to deliver comprehensive financial planning and advised solutions to individuals and families.
You will build and grow a book of business, provide investment guidance, and partner with bank referrals to deepen client relationships. You will need at least 2 years in a financial advisor role, Series 7 and Series 66, and life/health/long-term care licenses (or obtain within 60 days).
We are currently recruiting a Private Wealth Advisor:
Holistic Financial Planning for our team in Houston, TX, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Private Wealth Advisor:
Holistic Financial Planning role in the description above.
We appreciate your interest in this position.
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