Private Client Advisor, Wealth & Digital Solutions

JPMorganChase; Hernando (MS); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Competitive base salary

Comprehensive benefits

Tuition reimbursement

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, delivering tailored investment solutions and ongoing relationship-building support.

You will interact with clients, leverage leadership and digital channels, and provide an exceptional investor experience with guided referrals to deepen client relationships.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7, Series 66 (or 63/65) licenses and Life, Health, LTC licenses.

Responsibilities

• Build a book of business and deliver personalized investment solutions leveraging leadership and relationship skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Promote digital tools and channels to help clients monitor and manage investments.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Goals-based planning

Integrity

Education

Bachelor's degree (preferred)

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families, delivering tailored investment solutions and ongoing relationship-building support.

You will interact with clients, leverage leadership and digital channels, and provide an exceptional investor experience with guided referrals to deepen client relationships.