Private Client Advisor - Holistic Wealth Planning

JPMorgan Chase & Co.; Hernando (MS); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families within Chase Wealth Management.

You will help clients from new savers to high-net-worth individuals, offering advised solutions and leveraging Chase partner referrals to deepen relationships and optimize their financial needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) or obtain within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champions and supports teammates’ success and the bank’s goals.
• Demonstrates deep understanding of financial markets and sound judgement.
• Promotes client education on technology and channels to monitor investments.
• Provides holistic view of client needs and financial coaching beyond investments.

Skills

Client relationship management

Goals-based planning

Financial services knowledge

Communication skills

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families within Chase Wealth Management.

You will help clients from new savers to high-net-worth individuals, offering advised solutions and leveraging Chase partner referrals to deepen relationships and optimize their financial needs.