JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Columbus, MS
Columbus, MS · Full-time · Posted Sep 23, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provide comprehensive financial planning and investment advice to individuals and families, building client relationships and offering personalized solutions and partner referrals.
What you'll do
- Build a book of business through relationship management and personalized investment solutions, with a focus on relationships rather than portfolio management.
- Educate clients on financial technology and provide financial coaching beyond investments.
- Support teammates and bank goals while delivering an exceptional, client-focused experience.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integrating with key partners; demonstrated commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative