Wealth Advisor, Private Client Solutions

JPMorganChase; Savannah (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in Savannah, GA, seeks a Private Client Advisor to deliver comprehensive financial planning and trusted investment guidance to individuals and families. You will build relationships, provide advisor solutions, and leverage Chase partner referrals to deepen client connections.

You will support clients across wealth ranges, applying goals-based planning, market insight, and digital tools to enhance their investment experience and holistic financial well-being within Chase Wealth

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.
• A valid and active Series 66 (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.
• 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 acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity & ethics

Digital & channels education

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase in Savannah, GA, seeks a Private Client Advisor to deliver comprehensive financial planning and trusted investment guidance to individuals and families. You will build relationships, provide advisor solutions, and leverage Chase partner referrals to deepen client connections.

You will support clients across wealth ranges, applying goals-based planning, market insight, and digital tools to enhance their investment experience and holistic financial well-being within Chase Wealth