Private Client Advisor: Wealth & Digital Solutions

JPMorganChase; Jackson (MS); On-site; USD 65,000 - 100,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice for individuals and families. You will support a broad client base, from new savers to high-net-worth families, delivering advised solutions and leveraging Chase referrals to deepen relationships.

You will help clients monitor, adjust, and optimize their investments while educating them on digital tools and channels for a seamless investor experience.

Qualifications

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

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident.

Skills

Client relationship management

Financial advisory

Goals-based planning

Regulatory compliance

Series 7 license

Series 66 license

Life, Health, and LTC licenses

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice for individuals and families. You will support a broad client base, from new savers to high-net-worth families, delivering advised solutions and leveraging Chase referrals to deepen relationships.

You will help clients monitor, adjust, and optimize their investments while educating them on digital tools and channels for a seamless investor experience.