Private Client Advisor

Responsibilities

• Provide comprehensive financial planning and personalized investment solutions to individuals and families.
• Build and manage a book of business through relationship management and client acquisition.
• Offer holistic financial coaching and advice that extends beyond simple investment management.
• Educate clients on digital tools and technology to help them monitor and manage their investments.
• Collaborate with internal partners to provide referrals and deepen client relationships.
• Maintain high standards of 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.
• 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.
• Demonstrated success in client acquisition and relationship cultivation.

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 Wealth Management is part of Chase, a leading financial services firm helping millions of households and small businesses achieve their financial goals. We are committed to delivering extraordinary customer service through a broad investment platform and cutting-edge digital technology, while fostering a culture of diversity and inclusion.