Private Client Wealth Advisor | Relationship & Planning

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Montgomery, Alabama, to provide exceptional financial planning and advice to clients. The ideal candidate will have at least 2 years of experience in a financial advisory role, and possess strong relationship-building skills.

The position emphasizes personalized investment solutions, digital engagement, and a commitment to client education.

Applicants should have the necessary licensing, including Series 7 and Series 66, or be able to obtain them shortly after hiring.

Qualifications

• 2+ years of experience in a Financial Advisor role or similar.
• Proven success in client acquisition and relationship management.
• Commitment to holistic financial planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support clients with comprehensive financial planning.
• Educate clients on available technology to manage investments.

Skills

Client relationship building

Financial market knowledge

Digital technology proficiency

Education

Bachelor’s degree

Tools

Series 7

Series 66

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Montgomery, Alabama, to provide exceptional financial planning and advice to clients. The ideal candidate will have at least 2 years of experience in a financial advisory role, and possess strong relationship-building skills.

The position emphasizes personalized investment solutions, digital engagement, and a commitment to client education.

Applicants should have the necessary licensing, including Series 7 and Series 66, or be able to obtain them shortly after hiring.