J.P. Morgan Wealth Management - Private Client Advisor - Savannah, GA

About the role

J.P. Morgan Chase is dedicated to helping clients, employees, and communities thrive. We leverage advanced investment products and digital technologies to offer tailored financial solutions and exceptional client experiences.

Job Responsibilities

• Champion and support team members' success and foster a diverse workplace culture
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to enhance client confidence and engagement

Required Qualifications, Capabilities, And Skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, relationship management, and integration with key partners
• Proven ability and commitment to goals-based planning and advice
• A valid and active Series 7A, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planner (CFP®) certification
• Bachelor's degree preferred

Benefits

We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Eligible employees may also receive additional benefits such as comprehensive health care coverage, on-site wellness centers, retirement savings plans, and more. Details will be provided during the hiring process.