Private Client Advisor: Wealth Solutions

JPMorganChase; Columbus (MS); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build and maintain client relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement across Chase Wealth Management. The role emphasizes strong fiduciary responsibility, adherence to regulatory requirements, and using digital tools to enhance client experience.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and manage clients and collaborate with partners.
• Commitment to goals-based planning and advice.
• Must hold Series 7 and Series 66 (63/65) licenses or obtain within 60 days.
• Life, Health and Long-Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate knowledge of financial markets and sound judgement.
• Educate clients on digital tools to monitor investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Foster a culture of diversity and client-centered service.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life/ LTC Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build and maintain client relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement across Chase Wealth Management. The role emphasizes strong fiduciary responsibility, adherence to regulatory requirements, and using digital tools to enhance client experience.