J.P. Morgan Wealth Management - Private Client Advisor - Bethesda and Potomac, MD

About the role

J.P. Morgan Chase is dedicated to helping clients manage their financial needs, supporting them through a variety of investment solutions and digital tools. As a Private Client Advisor in Chase Wealth Management, you will play a crucial role in providing comprehensive financial planning and advice to individuals and families.

Job 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 rather than portfolio management
• Show a deep understanding of financial markets and exhibit sound business judgment
• Exhibit unwavering integrity and demonstrate a passion for educating clients on investment technologies and channels
• Embrace digital innovations to enhance clients' confidence and engagement with their investments

Required Qualifications, Capabilities, And Skills

• 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
• Demonstrated 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 are required or must be obtained within 60 days of starting in the role

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planning (CFP®) certification is preferred
• A Bachelor's degree is preferred

Investment And Insurance Products Are NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

About Us

Chase is a leading financial services firm, serving nearly half of America's households and small businesses. Our mission is to create engaged, lifelong relationships and prioritize our customers. We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. We also provide a range of benefits and programs to support employee needs, such as comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, and mental health support.

Our Team

The Consumer & Community Banking division of Chase serves our customers through various financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We are committed to leading the U.S. in credit card sales and deposit growth and have the most-used digital solutions, all while maintaining high customer satisfaction.