JPMorgan Chase Is Hiring A Private Client Advisor

Join J.P. Morgan Chase as a Private Client Advisor in Wealth Management

At J.P. Morgan Chase, we are dedicated to helping our clients succeed, fostering a supportive environment for our employees, and prioritizing diversity and inclusion. Using innovative digital technology and a comprehensive investment platform, you will play a key role in representing our brand and delivering exceptional service tailored to our clients' financial needs.

About the Role

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families. Your expertise will serve a diverse range of clients, from early savers to high-net-worth individuals. You will ensure an outstanding investor experience through personalized solutions and referrals that deepen client relationships.

Job Responsibilities 📋

• Champion and support your teammates’ success and the bank’s goals, fostering a culture of diversity
• Build a book of business by delivering personalized investment solutions, focusing on relationship management rather than portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgment
• Uphold unwavering integrity, consistently doing right by clients
• Educate clients on available technology and channels to monitor and manage their investments effectively
• Provide holistic financial coaching beyond investments to meet broader client needs
• Utilize digital innovations to enhance client confidence and banking convenience Anytime, Anywhere

Required Qualifications, Capabilities, & Skills ✅

• Minimum of 2 years in a Financial Advisor role or similar financial services experience
• Proven success in client acquisition, relationship cultivation, and partnership integration
• Strong commitment to goals-based planning and advice
• Valid and active Series 7 license
• Valid and active Series 66 (63/65) license required within 60 days of employment
• Valid and active Life, Health, and Long-Term Care Insurance licenses required within 60 days

Preferred Qualifications, Capabilities, & Skills ⭐

• Bilingual in Chinese Mandarin/Cantonese
• Certified Financial Planner (CFP®) designation preferred
• Bachelor’s degree preferred

Investment & Insurance Products & Disclaimers 🔒

Investment and insurance products are:

• NOT FDIC insured
• NOT insured by any federal government agency
• NOT deposits or obligations of, or guaranteed by, JPMorgan Chase Bank, N.A. or affiliates
• Subject to investment risks, including possible principal loss

Products are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are available through Chase Insurance Agency, Inc. (CIA).

About Chase & Our Mission

Chase is a leading financial services firm committed to helping nearly half of America's households and small businesses achieve their financial goals. Our mission is to create engaged, lifelong relationships, helping clients grow through a broad suite of financial solutions.

Compensation & Benefits

We offer a competitive total rewards package, including base salary, potential commissions, and discretionary incentives paid in cash or equity. Benefits include:

• Comprehensive health coverage
• On-site wellness centers
• Retirement plans
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching and more

Additional details will be provided during the hiring process.

Our Commitment to Diversity & Inclusion 🌎

We value the diverse talents of our global workforce and are an equal opportunity employer. We do not discriminate based on race, religion, gender, age, disability, or other protected attributes. We also accommodate religious practices and disability-related needs. Learn more about requesting accommodations in our FAQs.

Location & Salary

Queens, NY: $66,360.00 annually