Private Client Wealth Advisor

Aumni; Marietta (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advise individuals and families.

You will build relationships, deliver personalized investment solutions, and support clients' financial goals with a broad range of products and digital tools. The role requires active Series 7 and Series 66 licenses or to obtain them within 60 days, plus Life, Health, and LTC licenses.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire clients and maintain relationships with partners.
• Experience with goals-based planning and financial advice.
• Active Series 7 and Series 66 licenses (63/65) required or within 60 days.
• Life, Health and Long Term Care licenses required or within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions focusing on relationships rather than portfolio management.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Engage clients with digital innovations to enable banking anywhere.

Skills

Client relationship management

Series 7 license

Series 66 license (63/65)

Financial advising

Goal-based financial planning

Digital banking/product knowledge

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advise individuals and families.

You will build relationships, deliver personalized investment solutions, and support clients' financial goals with a broad range of products and digital tools. The role requires active Series 7 and Series 66 licenses or to obtain them within 60 days, plus Life, Health, and LTC licenses.