Private Client Advisor — Wealth Solutions & Relationships

JPMorgan Chase & Co.; Birmingham (AL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Birmingham, Alabama seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families, from new savers to those with significant wealth.

You will build trusted client relationships, demonstrate sound market judgement, and advocate for digital channels that help clients monitor and manage their investments while upholding the highest ethical standards.

Qualifications

• Demonstrated success in acquiring and maintaining clients and working with partners
• Commitment to goals-based planning and giving advice
• Licenses required or must be obtained within 60 days of starting (Series 7/66; Life/Health/LTC)

Responsibilities

• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Financial planning

Communication

Investment knowledge

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. in Birmingham, Alabama seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families, from new savers to those with significant wealth.

You will build trusted client relationships, demonstrate sound market judgement, and advocate for digital channels that help clients monitor and manage their investments while upholding the highest ethical standards.