Chase Wealth Management Private Client Advisor
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.