Private Client Wealth Advisor | Relationship & Planning

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Mobile, Alabama. In this role, you will provide comprehensive financial planning and advice, ensuring exceptional client experiences while cultivating deeper relationships. Success requires at least 2 years in financial services and strong client acquisition skills.

The ideal candidate has relevant licenses including Series 7, 66, and Life Insurance. You will foster diversity and support teammates while advising clients on their financial needs using innovative technology.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to provide goals‑based planning and advice.

Responsibilities

• Champion and support team goals while fostering a culture of diversity.
• Build a personalized book of business for clients.
• Demonstrate integrity and sound business judgment.

Skills

Client acquisition

Relationship management

Financial coaching

Client education on technology

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health, and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Mobile, Alabama. In this role, you will provide comprehensive financial planning and advice, ensuring exceptional client experiences while cultivating deeper relationships. Success requires at least 2 years in financial services and strong client acquisition skills.

The ideal candidate has relevant licenses including Series 7, 66, and Life Insurance. You will foster diversity and support teammates while advising clients on their financial needs using innovative technology.