J.P. Morgan Wealth Management - Private Client Advisor - Richmond and Mechanicsville, VA

About the role

J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment products and services. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, from those just starting to save to those with significant wealth.

Responsibilities

• Champion and support your teammates' success and foster a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients
• Support clients with a focus on relationship management rather than portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgment
• Show unwavering integrity and act in the best interest of clients
• Provide holistic financial coaching and education to clients
• 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
• Proven ability and commitment to providing goals-based planning and advice
• A valid and active Series 7A, Series 66 (63/65), Life, Health, and Long Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

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

Skills

You will need to demonstrate a passion for educating clients on the technology and channels available to them, helping them become more digitally confident and bank when, where, and how they want.

Benefits

Chase offers 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, 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 the diverse talents of our employees and strive to create an inclusive workplace where everyone feels valued and respected. We are committed to equal opportunity and provide reasonable accommodations for applicants and employees who need them.