Private Wealth Advisor: Holistic Financial Planning

JPMorganChase; Mobile (AL); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase in Mobile, AL seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You will build and manage a book of business, leveraging relationship skills and firm referrals to deepen client connections.

The role requires active Series 7 and Series 66 licenses or eligibility within 60 days, plus Life/Health/LTC licenses or eligibility.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Licensing as noted in requirements (see required licenses).
• Bachelor's degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and prudent judgment.
• Maintain integrity and do right by clients in all interactions.
• Educate clients on technologies and channels to monitor and manage investments.
• Offer a holistic view of client needs and financial coaching beyond investments.

Skills

Series 7

Series 66

Life/Health/LTC license

Relationship building

Goals-based planning

Education

Bachelor's degree (preferred)

Job description

JPMorgan Chase in Mobile, AL seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You will build and manage a book of business, leveraging relationship skills and firm referrals to deepen client connections.

The role requires active Series 7 and Series 66 licenses or eligibility within 60 days, plus Life/Health/LTC licenses or eligibility.