JPMorganChase Is Hiring A Private Client Advisor

Join J.P. Morgan Chase as a Private Client Advisor and play a vital role in delivering personalized investment solutions and exceptional client experiences through innovative digital technology and comprehensive financial planning. 🚀💼

About the Role

As a Private Client Advisor in Chase Wealth Management, you'll support individuals and families at various stages of their financial journey. Your expertise will help deepen client relationships through tailored investing advice, education, and strategic financial coaching, all while embodying our commitment to diversity and inclusion.

Job Responsibilities

• 🤝 Champion Your Team — Support your colleagues’ success and promote a culture of diversity and collaboration.
• 📈 Build Your Book of Business — Deliver personalized investment solutions leveraging your relationship-building and leadership skills, focusing on relationship management over portfolio management.
• 📊 Demonstrate Market Knowledge — Show a deep understanding of financial markets and apply sound business judgment.
• ✨ Uphold Integrity — Always prioritize doing right by your clients with unwavering integrity.
• 🖥️ Educate Clients — Help clients understand digital channels and technology to manage their investments confidently.
• 🧑‍💼 Provide Holistic Guidance — Offer comprehensive views of clients’ financial needs beyond investments.
• 🌐 Embrace Digital Innovation — Enable clients to bank where, when, and how they prefer, leveraging digital tools to enhance their experience.

Required Qualifications & Skills

• ✅ Minimum of 2 years experience as a Financial Advisor or in a similar financial services role
• ✅ Proven success in client acquisition and maintaining strong relationships
• ✅ Commitment to goals-based planning and advice
• ✅ Valid Series 7 license
• ✅ Valid Series 66 (63/65) license, or obtain within 60 days of start
• ✅ Valid Life, Health, and Long-Term Care Insurance licenses, or obtain within 60 days of start
• ✅ Fluency in English and Hebrew

Preferred Qualifications & Skills

• 🌟 Certified Financial Planner (CFP®) certification (preferred)
• 🎓 Bachelor’s degree (preferred)

Important Investment & Insurance Product Information

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

Products are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Insurance products are available via Chase Insurance Agency, Inc. (CIA), doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, and JPMorgan Chase Bank, N.A. are affiliated under JPMorgan Chase & Co. All products are not available in every state.

About Us

J.P. Morgan Chase is a leading financial services firm dedicated to helping households and small businesses across America achieve their financial goals. Our mission centers on creating lifelong relationships and placing our customers at the heart of all we do, while fostering diversity and inclusion throughout our organization. 🌍✨

We offer a comprehensive benefits package, including competitive pay, health care, retirement plans, wellness centers, tuition reimbursement, mental health support, and financial coaching, tailored to meet employee needs.

Our Commitment to Diversity

Our strength lies in our people. We value diversity and inclusion, ensuring fair treatment and equal opportunity for all individuals regardless of background or identity. We provide accommodations for religious practices, mental health, or physical disabilities. Learn more in our FAQs.

About the Team

The Consumer & Community Banking division serves millions by providing personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales, deposit growth, and digital solutions, consistently earning top customer satisfaction scores.

J.P. Morgan Wealth Management, part of our consumer banking efforts, manages approximately $400 billion in assets with 4,000+ advisors working across 3,500 branches and 21 offices. We are committed to fostering diverse talent and promoting internal growth to deliver exceptional service, innovative solutions, and creative insights. 🚀🤝