J.P. Morgan Wealth Management - Private Client Advisor

About the role

J.P. Morgan Chase is dedicated to helping clients, employees, and communities thrive. We leverage advanced investment products and digital technologies to offer tailored financial solutions and exceptional client experiences.

Job Responsibilities

• Support team members and foster a diverse workplace culture
• Build and manage a client book, providing personalized investment advice and solutions
• Show a thorough understanding of financial markets and make informed decisions
• Act with integrity and prioritize ethical behavior
• Offer financial coaching and education to clients
• Adopt and utilize digital tools to enhance client engagement and satisfaction

Required Qualifications, Capabilities, And Skills

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
• Proven track record in client acquisition, relationship building, and partnership integration
• Strong background in goals-based financial planning and advice
• A valid and active Series 7A, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

• Preferred CFP® certification
• Bachelor's degree preferred

Pay

Base salary determined based on role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be available.

Schedule

Full-time position.