JPMorgan Chase Is Hiring A Private Client Advisor

Join Our Team as a Private Client Advisor at J.P. Morgan Chase 🏦✨

Be part of a forward-thinking financial institution dedicated to client success, employee well-being, diversity, and cutting-edge digital solutions. As a Private Client Advisor, you'll play a key role in delivering exceptional financial guidance and building meaningful relationships.

About Us

At J.P. Morgan Chase, we're passionate about helping our clients achieve their financial goals while fostering a culture of diversity and inclusion. Leveraging innovative technology and comprehensive investment platforms, we position ourselves at the forefront of the industry, representing our brand through meaningful client interactions.

Role Overview

As a Private Client Advisor in Chase Wealth Management, you will provide holistic financial planning and advice to a broad range of clients—from new savers to high-net-worth individuals. Your goal is to create an extraordinary investor experience through tailored solutions and strategic referrals that strengthen client relationships.

Job Responsibilities

• 🤝 Support Team Success: Champion your teammates and the bank's goals while fostering a culture of diversity.
• 📈 Build Your Book of Business: Deliver personalized investment solutions by leveraging your leadership and relationship-building skills, focusing on relationship management.
• 🧠 Market Knowledge: Demonstrate a deep understanding of financial markets and sound business judgment.
• 🤝 Integrity & Ethics: Act with unwavering integrity, prioritizing doing right by clients at every opportunity.
• 💡 Client Education: Educate clients on available technologies and channels to better monitor and manage their investments.
• 🌐 Holistic Financial Coaching: Offer comprehensive advice that goes beyond investments to address all client needs.
• 📱 Embrace Digital Innovation: Help clients become digitally confident and enable banking when, where, and how they prefer.

Required Qualifications & Skills

• ✅ At least 2 years of experience as a Financial Advisor or in a related financial services role.
• ✅ Proven success in client acquisition, relationship management, and collaboration with key partners.
• ✅ Commitment to goals-based planning and comprehensive advice.
• ✅ Valid and active Series 7 license.
• ✅ Valid and active Series 66 (63/65) license, or procurement within 60 days of hire.
• ✅ Valid and active Life, Health, and Long-Term Care Insurance license, or acquisition within 60 days.

Preferred Qualifications & Skills

• 🌏 Bilingual in Chinese Mandarin and Cantonese.
• 🎓 Certified Financial Planning (CFP®) certification (preferred).
• 🎓 Bachelor's degree (preferred).

Important Investment & Insurance Product Disclosures

🚫 NOT FDIC INSURED
🚫 Not insured by any federal agency
🚫 Not a deposit or obligation of JPMorgan Chase Bank, N.A.
🚫 Subject to investment risks, including possible loss of principal.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are available via Chase Insurance Agency, Inc. (CIA). All affiliated companies are under JPMorgan Chase & Co. and products may vary by state.

About J.P. Morgan Chase

We are a leading financial services firm dedicated to helping households and small businesses achieve their financial goals through a wide range of products. Our mission is to create lifelong relationships, prioritize customer needs, and support community growth through innovative solutions.

Compensation & Benefits

We offer a competitive total rewards package including:

• Base salary adjusted for role, experience, and location.
• Potential commission and discretionary incentives paid in cash and equity.
• Comprehensive health coverage, wellness centers, and retirement plans.
• Additional benefits: backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Benefits are tailored based on eligibility, with full details provided during hiring.

Diversity & Inclusion

We value our diverse talents and are committed to an inclusive workplace. We do not discriminate based on protected attributes and accommodate religious, mental health, and disability needs. Learn more about requesting accommodations.

Location & Salary

Brooklyn, NY: $66,360.00 annually

Join Us Today!

If you're passionate about helping clients thrive and eager to grow within a respected financial institution, we invite you to apply and become a part of our dedicated team at J.P. Morgan Chase. 🌟