Private Wealth Advisor - Holistic Financial Planning

JPMorganChase; Columbus (MS); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families across a broad range of wealth levels.

You will combine market knowledge with a client‑driven approach, leveraging Chase's digital tools to enhance investment monitoring and ongoing coaching, while upholding high integrity and regulatory standards.

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 (or 63/65) license is required, or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required, or must be obtained within 60 days of starting in the role as a condition of employment.

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, focusing on relationship management rather than 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

Financial advisory

Client relationship mgmt

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families across a broad range of wealth levels.

You will combine market knowledge with a client‑driven approach, leveraging Chase's digital tools to enhance investment monitoring and ongoing coaching, while upholding high integrity and regulatory standards.