J.P. Morgan Wealth Management - Private Client Advisor - St Augustine, FL

About the role

J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment solutions. As a Private Client Advisor in Chase Wealth Management, you will provide 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 your clients
• Support clients with a focus on relationship management rather than portfolio management
• Show a deep understanding of financial markets and demonstrate sound business judgment
• Exhibit unwavering integrity and act in the best interest of clients
• Demonstrate a passion for educating clients on the technology and channels available to them
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required Qualifications, Capabilities, And Skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating 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

Skills

Knowledge of investment and insurance products is not FDIC insured, not guaranteed 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 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. Additional details about total compensation and benefits will be provided during the hiring process.

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Additional details about total compensation and benefits will be provided during the hiring process. 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. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans