Private Client Advisor - Wealth Planning & Solutions

JPMorgan Chase & Co.; Jackson (MS); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Jackson, MS, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families. You will build a book of business, rely on leadership and relationship-building, and offer an exceptional investor experience with Chase referrals.

The role emphasizes client education on digital tools, holistic client needs, and a commitment to integrity and doing right by clients. Strong regulatory licenses are required.

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 license and Series 66 (63/65) license or within 60 days.
• Active Life, Health and Long Term Care Insurance license or within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with relationship-building focus.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor and manage investments.
• Demonstrate deep understanding of financial markets and prudent business judgment.
• Maintain integrity and client-centric service to deepen client relationships.

Skills

Client relationships

Goals-based planning

Financial planning

Regulatory compliance

Communication skills

Digital tools

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in Jackson, MS, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families. You will build a book of business, rely on leadership and relationship-building, and offer an exceptional investor experience with Chase referrals.

The role emphasizes client education on digital tools, holistic client needs, and a commitment to integrity and doing right by clients. Strong regulatory licenses are required.