J.P. Morgan Wealth Management – Private Client Advisor - Brentwood, TN
On-site · Brentwood, Tennessee, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to clients, focusing on relationship management and goals-based planning. The role emphasizes educating clients on technology and digital channels, providing holistic financial coaching beyond investments, and leveraging leadership and partnerships to meet client needs. Requires active Series 7 and Series 66 licenses (or to obtain within 60 days), plus Life/Health/LTC licenses, with preferred CFP certification and a bachelor’s degree. Location is Brentwood, TN, with in-person client engagement at the local office.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
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