Digital-First Private Wealth Advisor — Client-Centric Growth

Aumni; Birmingham (AL); On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build relationships, grow a book of business, and provide holistic advice while leveraging digital tools and referrals to expand client outcomes.

Successful candidates have at least 2 years in financial services, relevant licenses, and a commitment to fiduciary client service.

Qualifications

• Minimum 2 years in financial services.
• Relevant licenses.
• Commitment to fiduciary client service.

Responsibilities

• Provide comprehensive financial planning and investment guidance to individuals and families.
• Build relationships and grow a book of business.
• Leverage digital tools and referrals to expand client outcomes.

Skills

Financial planning

Investment guidance

Relationship building

Fiduciary service

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build relationships, grow a book of business, and provide holistic advice while leveraging digital tools and referrals to expand client outcomes.

Successful candidates have at least 2 years in financial services, relevant licenses, and a commitment to fiduciary client service.