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About the Role

As a Private Client Advisor in J.P. Morgan Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

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 by relying on leadership and relationship-building skills, with a focus on relationship management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Educate clients on available technology and channels to better monitor, maintain, and handle their investments
Provide a holistic view of client 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

Skills

Leadership
Relationship-building
Financial markets understanding
Business judgement
Integrity
Client education
Financial coaching
Digital innovation adoption

Location

Onsite

Work Type

Full-time

Experience Level

1+ year

Education Level

Bachelor's degree preferred

Salary/Compensations

Competitive total rewards package including base salary determined based on the role, experience, skill set and location. Commission-based pay and/or discretionary incentive compensation may be offered.

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

About the Company

J.P. Morgan Chase has an enthusiasm for helping clients, taking care of employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
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 help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
We are proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships.
The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices.
We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line.
We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from.
As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

Equal Opportunity

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.
Equal Opportunity Employer/Disability/Veterans