Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Jackson (MS); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm seeks a Private Client Advisor in Jackson, MS. This role involves providing comprehensive financial planning and advice to a diverse range of clients, from beginners to high net-worth individuals. The Advisor is responsible for building relationships, offering tailored investment solutions, and demonstrating a strong understanding of financial markets. Applicants should have at least 2 years of experience in a financial advisory role, including necessary licenses and a passion for client education.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client relationships and acquisition.
• Active Series 7 and Series 66 licenses are required.

Responsibilities

• Build and manage a book of business with personalized investment solutions.
• Educate clients on financial technology and channels.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Job description

A leading financial services firm seeks a Private Client Advisor in Jackson, MS. This role involves providing comprehensive financial planning and advice to a diverse range of clients, from beginners to high net-worth individuals. The Advisor is responsible for building relationships, offering tailored investment solutions, and demonstrating a strong understanding of financial markets. Applicants should have at least 2 years of experience in a financial advisory role, including necessary licenses and a passion for client education.