Wealth Management Advisor - Client Growth & Planning

JPMorganChase; Huntsville (AL); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Huntsville, AL, seeks a Private Client Advisor for Chase Wealth Management to offer comprehensive financial planning and advisory services to individuals and families.

You will deliver personalized investment solutions, working with clients to meet their long-term goals and strengthen relationships with partners across the firm. The role emphasizes wealth planning, client acquisition, and applying market insight while leveraging Chase’s digital tools to enhance the

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.

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 through leadership and relationships.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Series 7 license

Series 66 license

Life, Health and LTC license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Huntsville, AL, seeks a Private Client Advisor for Chase Wealth Management to offer comprehensive financial planning and advisory services to individuals and families.

You will deliver personalized investment solutions, working with clients to meet their long-term goals and strengthen relationships with partners across the firm. The role emphasizes wealth planning, client acquisition, and applying market insight while leveraging Chase’s digital tools to enhance the