Private Client Wealth Advisor | Relationship & Planning

JPMorgan Chase & Co.; Clarksville (TN); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. in Clarksville is seeking a Private Client Advisor to provide personalized financial planning and investment solutions.

The ideal candidate has at least 2 years of experience and is skilled in client acquisition and relationship management. Responsibilities include building a book of business, supporting team success, and educating clients on technology to manage their investments.

Licenses such as Series 7, Series 66, and Life Insurance are required or must be obtained upon starting.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Success in cultivating and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Support teammates’ success while fostering a culture of diversity.
• Build a book of business with personalized investment solutions.
• Educate clients on available technology for monitoring investments.

Skills

Client acquisition

Financial market knowledge

Relationship management

Goal-based planning

Digital confidence

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. in Clarksville is seeking a Private Client Advisor to provide personalized financial planning and investment solutions.

The ideal candidate has at least 2 years of experience and is skilled in client acquisition and relationship management. Responsibilities include building a book of business, supporting team success, and educating clients on technology to manage their investments.

Licenses such as Series 7, Series 66, and Life Insurance are required or must be obtained upon starting.