J.P. Morgan Wealth Management - Private Client Advisor in Licensing - Mattapan, MA

About the role

J.P. Morgan Chase offers a unique opportunity to help clients achieve their financial goals through a broad range of financial products and services. As a Private Client Advisor in J.P. Morgan Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.

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
• Provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships
• Offer 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 1 year in a Banker role or equivalent experience in financial services
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• A valid and active Series 7 and 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
• Unlicensed or individuals without a Series 7 will hold the Financial Advisor in Licensing title until licensing is obtained within required timeframe

Preferred Qualifications, Capabilities, And Skills

• Bachelor's degree 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

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.

Pay

Details about total compensation and benefits will be provided during the hiring process.

Schedule

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.