Private Client Advisor

About This Role

As a Private Client Advisor at J.P. Morgan Chase, you will provide comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions. You will champion client relationships and educate them on digital innovations to manage their investments.

Responsibilities

• Champion and support teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7 license
• A valid and active Series 66 (63/65) license (or obtained within 60 days)
• A valid and active Life, Health and Long Term Care Insurance license (or obtained within 60 days)

Qualifications

• Bachelor’s degree preferred
• At least 2 years in a Financial Advisor role or equivalent financial services experience

Nice to Have

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

Benefits

Certifications