J.P. Morgan Wealth Management – Private Client Advisor - Jackson, MS
On-site · Jackson, Mississippi, United States
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and investment guidance to individuals and families, builds a book of business, and delivers personalized investment solutions while leveraging leadership and relationship-building skills. The role emphasizes client acquisition, ongoing relationship management, and educating clients on technology and digital channels to monitor and manage their investments; the incumbent collaborates with partners to deepen client relationships and deliver an integrated, holistic view of clients' financial needs.
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 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
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