Private Client Advisor: Wealth Strategy & Client Relationships

JPMorgan Chase & Co.; Montgomery (AL); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. in Montgomery, AL seeks a Private Client Advisor within Chase Wealth Management to deliver holistic financial planning and investment guidance to individuals and families.

You will build relationships, grow your book of business, and collaborate with specialists to offer tailored solutions while leveraging digital tools to enhance client service and engagement. The role requires strong integrity, a commitment to goals-based planning, and the ability to educate clients about

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
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Build and maintain a book of clients with personalized investment solutions.
• Deliver comprehensive financial planning and advice to individuals and families.
• Partner with bank partners to deepen client relationships.
• Demonstrate understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Montgomery, AL seeks a Private Client Advisor within Chase Wealth Management to deliver holistic financial planning and investment guidance to individuals and families.

You will build relationships, grow your book of business, and collaborate with specialists to offer tailored solutions while leveraging digital tools to enhance client service and engagement. The role requires strong integrity, a commitment to goals-based planning, and the ability to educate clients about