J.P. Morgan Wealth Management - Private Client Advisor - Nolensville, TN

Private Client Advisor – Nolensville, TN

J.P. Morgan Wealth Management seeks a dedicated advisor to provide comprehensive financial planning and advisory services to individuals and families. The role focuses on building a book of business, delivering tailored investment solutions, and fostering long‑term relationships.

• Champion and support teammates’ success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity, putting clients first.
• Educate clients on available technology and channels to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Leverage digital innovations to enhance client confidence and flexibility.

• At least 2 years in a financial advisor role or equivalent experience.
• Demonstrated success in client acquisition, relationship cultivation, and partner integration.
• Commitment to goals‑based planning and advice.
• Valid Series 7 license.
• Valid Series 66 (or 63/65) license, or must be obtained within 60 days of hire.
• Valid Life, Health and Long‑Term Care insurance license, or must be obtained within 60 days of hire.

• Certified Financial Planning (CFP) certification.

Competitive total rewards package including base salary, commission, discretionary incentives, and comprehensive benefits such as health coverage, wellness centers, retirement savings, childcare, tuition reimbursement, mental health support, and financial coaching. Additional details will be discussed during the hiring process.

We are an equal opportunity employer and provide reasonable accommodations for applicants and employees, including those with disabilities or religious beliefs.