J.P. Morgan Wealth Management - Private Wealth Associate - Houston, TX
HOUSTON, TXPosted a month ago
Job summary
Job post source
This job is directly from JPMorganChase
Job overview
The Private Wealth Associate role at J.P. Morgan Wealth Management involves providing comprehensive financial planning and investment advice to individual and family clients, supporting wealth growth and client relationship development.
Responsibilities and impact
The role requires delivering personalized investment solutions, managing client relationships, staying updated on financial products, responding to market changes, implementing financial plans, marketing, and collaborating with team members to support business growth.
Compensation and benefits
The position offers a competitive total rewards package including base salary, potential commission and discretionary incentives, comprehensive health care, retirement plans, childcare support, tuition reimbursement, mental health support, and financial coaching.
Experience and skills
Candidates must have at least 4 years of financial services experience, strong client relationship skills, knowledge of investment products, market trends, and relevant licenses (Series 7, Series 66, Life, Health and Long Term Care Insurance) or must obtain them within 60 days; CFP or WMCP certification and a bachelor's degree are preferred.
Career development
The job offers opportunities for professional growth through collaboration with senior advisors, ongoing product education, and involvement in marketing and client engagement strategies.
Work environment and culture
J.P. Morgan Chase emphasizes diversity, inclusion, client-centric service, teamwork, and innovation with a supportive and professional work environment.
Company information
J.P. Morgan Chase is a leading financial services firm serving nearly half of U.S. households and small businesses, offering a broad range of financial products and digital solutions with a strong commitment to customer satisfaction and diversity.
Team overview
The role is within the Consumer & Community Banking division, which provides a wide range of financial services including personal banking, credit cards, mortgages, and investment advice, focusing on customer satisfaction and digital innovation.
Job location and travel
The position is based in Houston, TX, with no specific mention of remote work or travel requirements.
Unique job features
The role includes unique opportunities to work with cutting-edge digital technology, a broad investment product platform, and a strong emphasis on client relationship building and financial coaching beyond investments.
Company overview
JPMorgan Chase & Co. is a leading global financial services firm that provides a wide range of services including investment banking, financial services for consumers and businesses, financial transaction processing, asset management, and private equity. The company generates revenue through interest income, fees, and commissions from its diverse financial products and services. Founded in 2000 through the merger of J.P. Morgan & Co. and Chase Manhattan Corporation, it has a rich history of mergers and acquisitions that have shaped its current status as a financial powerhouse.
How to land this job
Tailor your resume to highlight your experience in financial services, emphasizing your ability to cultivate and maintain client relationships and your knowledge of investment products and market trends, as these are key for the Private Wealth Associate role at JPMorganChase.
Showcase your skills in goals-based financial planning, client-centric advisory, and your commitment to integrity and proactive communication, reflecting the job's focus on delivering personalized investment solutions and exceptional client service.
Apply through multiple platforms, including JPMorganChase's official careers site and LinkedIn, to maximize your application visibility and increase your chances of landing an interview.
Connect with current Private Wealth Associates or professionals in JPMorganChase's Wealth Management division on LinkedIn; use ice breakers like commenting on recent market updates they shared, asking about their experience with JPMorgan's digital tools, or expressing admiration for their client engagement strategies.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial planning,' 'investment solutions,' 'Series 7 and 66 licenses,' 'client relationship management,' and 'market trends' to ensure it passes initial automated screenings.
Consider leveraging Jennie Johnson's Power Apply feature to automate and tailor your applications, find multiple application portals, and identify relevant LinkedIn contacts, allowing you to focus your energy on preparing for interviews and networking effectively.
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