Private Client Advisor

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and coaching to individuals and families.
• Champion teammate success and foster a culture of diversity and inclusion.
• Educate clients on digital technology and channels to monitor and manage their investments.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain unwavering integrity and prioritize doing right by clients at every opportunity.

Requirements

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client 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 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 nearly half of America’s households and small businesses achieve their financial goals. Through our Consumer & Community Banking division, we provide a broad range of products including personal banking, investment advice, and mortgage services, all while maintaining a commitment to customer satisfaction and digital innovation.