J.P. Morgan Wealth Management - Private Client Advisor
About the role
J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment solutions and digital technologies. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families.
Responsibilities
- Champion and support your teammates' success and foster a culture of diversity
- Build a book of business and deliver personalized investment solutions to clients
- Support clients with a focus on relationship management, not portfolio management
- Show a deep understanding of financial markets and sound business judgment
- Exhibit integrity and a passion for educating clients on technology and investment options
- Embrace digital innovations to enhance client engagement and satisfaction
Requirements
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, relationship building, and integration with key partners
- Ability and commitment to goals-based planning and advice
- A valid and active Series 7A, Series 66 (63/65), and Life, Health, and Long Term Care Insurance licenses
Preferred Qualifications
- Certified Financial Planning (CFP®) certification
- Bachelor's degree
Skills
- Deep understanding of financial markets and sound business judgment
- Integrity and unwavering commitment to ethical behavior
- Passion for educating clients on investment technology and channels
- Ability to embrace digital innovations and enhance client engagement
Benefits
Chase offers a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Additional 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. Equal opportunity employer.
Pay
Base salary determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be awarded.
Schedule
Flexible schedule to accommodate client needs and preferences.