Private Client Advisor, Wealth Management

JPMorganChase; Columbus (MS); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Equal Opportunity Employer

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will help clients grow and protect wealth by delivering personalized investment solutions and leveraging bank referrals. You will work with a team to deepen client relationships, maintain high service standards, and use digital channels to enhance the investor experience.

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.
• Licenses: Series 7 and Series 66 (63/65) required or within 60 days of start.
• Life, Health and Long Term Care Insurance license required or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Champion and support teammates and bank goals while fostering diversity.
• Demonstrate understanding of financial markets and sound business judgement.
• Provide financial coaching beyond investments and educate clients on digital channels.

Skills

Client relationships

Goals-based planning

Investment knowledge

Financial markets understanding

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will help clients grow and protect wealth by delivering personalized investment solutions and leveraging bank referrals. You will work with a team to deepen client relationships, maintain high service standards, and use digital channels to enhance the investor experience.