At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you’ll be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
What you will possess
Teamwork and Influence. You champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion.
Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You’ll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients.
Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
One Chase Approach. You provide a holistic view of clients’ needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.
What you will receive
Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually.
JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy.
As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.
Licenses, Designations, and Education
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or may be obtained within a 60 day condition of employment
A valid and active Life and Health Insurance license is required or may be obtained within a 30 day condition of employment
If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
Certified Financial Planning (CFP®) certification is strongly preferred
Bachelor’s degree preferred
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.
INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Internal Number: We Have Several Openings
About J.P. Morgan Chase
Chase Wealth Management (CWM) Members of the Chase Wealth Management team in Consumer Banking help clients choose the right path and solutions to achieve their goals, and build and preserve their wealth. As a trusted advisor and valuable partner to individuals and families, you will gain valuable experience and create enduring relationships with clients.•Influential rolesYou can make a real and lasting impact on the lives of our clients, and contribute to the success of the firm.•A trusted advisorNearly 4 million clients count on us for comprehensive financial advice. •Opportunities like no otherProfessionals in this division receive formal training and guidance from experienced team members.Did you know?We’ve been helping individuals make investment decisions for more than 160 years.How we’re organizedThe Chase Wealth Management division is guided by a common philosophy – to offer comprehensive and unbiased financial advice in pursuit of helping clients make the most of their money. At the core of this pursuit are our people. We're looking for those who enjoy a fast-paced environment and can create lasting relationships with our customers.Our clients expect the very best. We deliv...er nothing less.Endowments. Individual investors. Foundations. Families. They come to our Wealth Management business—our Private Bank, Securities division and Chase Wealth Management—because they recognize that we operate at a level above the rest. Advice and service that’s uncommonly personalized. Resources that reach into every niche around the globe. And we never stop moving forward. We’re shaping the future of wealth management. This is a growth business for us, and we’re going all-in on the people who make our business what it is. As a result, it’s a great place to grow your career.What you can doThe Chase Wealth Management division is guided by a common philosophy – to offer comprehensive and unbiased financial advice in pursuit of helping clients make the most of their money. At the core of this pursuit are our people. We're looking for those who enjoy a fast-paced environment and can create lasting relationships with our customers.J. P. Morgan Private BankThe bankers and advisors in our Private Bank act as personal financial guides and allies for the world’s leading families, endowments, foundations and institutions. Unique advisory services and extraordinary access set our offering apart.Client-focused cultureFor more than 200 years, J.P. Morgan Private Bank has been helping individuals and families around the world and across each stage of their financial lives. We bring indispensable intelligence and personalized insights to help our clients. Our business is fast-growing, and it is truly an exciting time to join our team.