JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Huntsville, AL
Huntsville, AL · Full-time · Posted Aug 20, 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, builds client relationships and a book of business, and helps clients use digital banking and investment tools.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients about available investment technology and channels.
- Support teammates and bank goals while maintaining a strong focus on client interests and integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success acquiring clients, maintaining relationships, 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