Private Wealth Advisor — Client Growth & Planning

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver tailored investment solutions, and leverage digital channels to empower clients to monitor and manage their wealth. Preferred CFP certification and a bachelor’s degree; active Series 7, 66, and Life/Health/LTC licenses or timely completion are required.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Champion teammates’ success and support diversity initiatives.
• Demonstrate understanding of financial markets and sound business judgement.
• Provide holistic financial coaching beyond investments and educate clients on digital channels.
• Embrace digital tools to help clients monitor and manage their investments.

Skills

Client acquisition

Relationship management

Goal-based planning

Financial planning

Partner collaboration

Market understanding

Education

Bachelor’s degree

CFP certification

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver tailored investment solutions, and leverage digital channels to empower clients to monitor and manage their wealth. Preferred CFP certification and a bachelor’s degree; active Series 7, 66, and Life/Health/LTC licenses or timely completion are required.