Private Client Advisor

Responsibilities

• Build and manage a book of business by delivering personalized investment solutions and comprehensive financial planning.
• Focus on relationship management to deepen client connections and provide holistic financial coaching.
• Educate clients on digital tools and technology to help them monitor and manage their investments effectively.
• Partner with internal teams to provide referrals and integrated financial solutions.
• Demonstrate sound business judgment and unwavering integrity in all client interactions.

Requirements

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining long-term client relationships.
• 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 or discretionary incentive compensation.
• Comprehensive health care coverage.
• Retirement savings plans.
• Tuition reimbursement and mental health support.
• Financial coaching and various employee wellness programs.

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.