Private Wealth Advisor for Families & Growth

Testing Site - JPMC; Jackson (MS); On-site; USD 85,000 - 100,000; Full time

Job summary

J.P. Morgan Chase in Mississippi invites experienced financial professionals to join Chase Wealth Management as Private Client Advisor. You will deliver comprehensive financial planning and advice to individuals and families, building trusted relationships and offering tailored investment solutions.

You will leverage your knowledge of markets, maintain the highest integrity, and educate clients on digital tools to monitor and manage their investments, while expanding your book of business.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license (active) required or must be obtained.
• Series 66 license (63/65) required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client relationship management

Financial market knowledge

Integrity

Digital banking tools

Education

Bachelor’s degree preferred

Job description

J.P. Morgan Chase in Mississippi invites experienced financial professionals to join Chase Wealth Management as Private Client Advisor. You will deliver comprehensive financial planning and advice to individuals and families, building trusted relationships and offering tailored investment solutions.

You will leverage your knowledge of markets, maintain the highest integrity, and educate clients on digital tools to monitor and manage their investments, while expanding your book of business.