Private Client Advisor

Responsibilities

• Provide comprehensive financial planning and personalized investment advice to individuals and families
• Build and manage a book of business through proactive relationship management and client acquisition
• Deliver holistic financial coaching that addresses client needs beyond traditional investments
• Educate clients on digital tools and technology to help them monitor and manage their investments
• Partner with internal teams to provide referrals and deepen client relationships
• Maintain unwavering integrity and sound business judgment in all client interactions

Requirements

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition and relationship cultivation
• A valid and active Series 7 license
• A valid and active Series 66 (or 63/65) license, or the ability to obtain it within 60 days of hire
• A valid and active Life, Health, and Long Term Care Insurance license, or the ability to obtain it within 60 days of hire

Preferred Qualifications

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

Benefits

• Competitive total rewards package including base salary and potential commission-based pay
• Comprehensive health care coverage
• Retirement savings plans
• Tuition reimbursement and mental health support
• Financial coaching and professional development opportunities

About the Company

J.P. Morgan Chase is a leading global financial services firm. Through Chase Wealth Management, we help nearly half of America’s households and small businesses achieve their financial goals. We are committed to fostering a diverse and inclusive culture where our people can grow and thrive.