Private Client Wealth Advisor | Relationship & Planning

JPMorgan Chase & Co.; Fort Oglethorpe (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Fort Oglethorpe, Georgia, to provide comprehensive financial planning and investment advice. The role focuses on building client relationships and offering tailored solutions to enhance their financial well-being.

Ideal candidates will have at least 2 years of financial advisory experience, demonstrating success in client acquisition and leadership. A valid Series 7 license and commitment to continuing education in financial advice are essential.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and bank goals.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to manage their investments.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Digital innovation familiarity

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Fort Oglethorpe, Georgia, to provide comprehensive financial planning and investment advice. The role focuses on building client relationships and offering tailored solutions to enhance their financial well-being.

Ideal candidates will have at least 2 years of financial advisory experience, demonstrating success in client acquisition and leadership. A valid Series 7 license and commitment to continuing education in financial advice are essential.