About the position

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care

of our employees, building relationships, and delivering extraordinary customer

service while maintaining a strong commitment to diversity and inclusion. Using

a broad investment product and thought leadership platform along with cutting

edge digital technology, you will be front and center representing our brand and

interacting with our clients to offer the best investment solutions to meet

their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer

comprehensive financial planning and advice to individuals and families. Your

expertise will support a wide range of clients, from those just starting to save

to those with significant wealth. You provide an exceptional investor experience

by offering advised solutions and Chase partner referrals that deepen client

relationships.

Responsibilities

Champion and support your teammates’ success and the goals of the bank, while

fostering a culture of diversity

Build a book of business and deliver personalized investment solutions to

your clients by relying on leadership and relationship-building skills. This

will be done with a consistent focus on relationship management, not

portfolio management

Demonstrate a deep understanding of financial markets and sound business

judgement

Exhibit unwavering integrity that points toward doing right by clients at

every opportunity

Demonstrate a passion for educating clients on the technology and channels

available to them to better monitor, maintain, and handle their investments

Provide a holistic view of clients’ needs and financial coaching beyond

investments

Embrace digital innovations to help clients become more digitally confident

and bank when, where, and how they want

Requirements

At least 2 years in a Financial Advisor role or equivalent financial services

experience

Demonstrated success in client acquisition, cultivating and maintaining

client relationships, and integrating with key partners

Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained

within 60 days of starting in the role as a condition of employment

A valid and active Life, Health and Long Term Care Insurance license is

required or must be obtained within 60 days of starting in the role as a

condition of employment

Nice-to-haves

Certified Financial Planning (CFP®) certification is preferred
Bachelor’s degree preferred

Benefits

We offer a competitive total rewards package including base salary determined

based on the role, experience, skill set and location. Those in eligible roles

may receive commission-based pay and/or discretionary incentive compensation,

paid in the form of cash and/or forfeitable equity, awarded in recognition of

individual achievements and contributions. We also offer a range of benefits

and programs to meet employee needs, based on eligibility. These benefits

include comprehensive health care coverage, on-site health and wellness centers,

a retirement savings plan, backup childcare, tuition reimbursement, mental

health support, financial coaching and more. Additional details about total

compensation and benefits will be provided during the hiring process.