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.
• Deliver 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.
• Foster a culture of diversity and support teammate success to achieve bank goals.
• Demonstrate deep understanding of financial markets and maintain unwavering integrity 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 cultivating long-term relationships.
• A valid and active Series 7 license.
• A valid and active Series 66 (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 backup childcare options.

About the Company

J.P. Morgan Chase is a leading global financial services firm. Through J.P. Morgan Wealth Management, we serve clients across all their financial needs, ranging from automated investing to full-service advisor relationships. We are committed to fostering diverse talent and creating lifelong relationships with our customers.