Private Client Advisor, Wealth & Digital Investing

JPMorgan Chase & Co.; Huntsville (AL); On-site; USD 75,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management in Huntsville, Alabama. You will offer comprehensive financial planning and investment guidance to individuals and families, using a broad product platform and digital tools to meet client needs.

The role emphasizes relationship building, integrity, and a client‑focused approach, with opportunities to grow a book of business, work with partners, and deepen client engagement through technology.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Commitment to goals-based planning and advice.
• Licenses: active Series 7 and Series 66 (63/65) or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate client relationship management and cross-partner collaboration.
• Demonstrate integrity and educate clients on digital channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments and embrace digital tools for client engagement.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial planning

Investment guidance

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. invites applications for a Private Client Advisor within Chase Wealth Management in Huntsville, Alabama. You will offer comprehensive financial planning and investment guidance to individuals and families, using a broad product platform and digital tools to meet client needs.

The role emphasizes relationship building, integrity, and a client‑focused approach, with opportunities to grow a book of business, work with partners, and deepen client engagement through technology.