Wealth Advisor: Private Client Solutions

JPMorganChase; Hernando (MS); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will leverage a broad product platform and digital tools to design and implement client solutions while upholding the firm’s commitment to diversity and client service. The role emphasizes relationship-building, goal-based planning, and collaboration with partners.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license; Series 66 required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Educate clients on digital tools and channels to monitor investments.

Skills

Series 7

Series 66

Life/Health/ LTC licenses

Client acquisition

Relationship management

Financial planning

CFP (preferred)

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will leverage a broad product platform and digital tools to design and implement client solutions while upholding the firm’s commitment to diversity and client service. The role emphasizes relationship-building, goal-based planning, and collaboration with partners.