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 that addresses client needs beyond simple investments
• Educate clients on digital tools and technology to help them monitor and manage their investments
• Partner with internal teams 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
• Demonstrated success in client acquisition and relationship management
• Valid and active Series 7 license
• Valid and active Series 66 (63/65) license, or ability to obtain within 60 days of hire
• Valid and active Life, Health, and Long Term Care Insurance license, or ability to obtain 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 or incentive compensation
• 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 Chase is a leading global financial services firm. Our Consumer & Community Banking division serves millions of customers through personal banking, credit cards, mortgages, and investment advice. We are committed to diversity, inclusion, and helping our clients achieve their financial goals through cutting-edge technology and expert leadership.