JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Fort Smith, AR
Fort Smith, AR · Full-time · Posted Sep 8, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and offering tailored solutions and referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions with a focus on relationship management.
- Provide holistic financial coaching, goals-based advice, and education on digital tools and investment channels.
- Support teammates and bank goals while fostering diversity and acting with integrity toward clients.
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 ability and commitment to goals-based planning and advice.
- Active Series 7; 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