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 bank partners and teammates to support overall business goals and foster a diverse culture.
• Demonstrate deep understanding of financial markets and maintain high standards of integrity.

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 (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.
• Proven success in cultivating client relationships and achieving goals-based planning.

Preferred Qualifications

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

Benefits

• Competitive total rewards package including base salary and potential commission 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

Chase is a leading financial services firm helping millions of households and small businesses achieve their financial goals. Through J.P. Morgan Wealth Management, we provide a broad investment product platform and cutting-edge digital technology to deliver extraordinary customer service and lifelong client relationships.