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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands.
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SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED 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 made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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JPMS, CIA and JPMorgan Chase Bank, N. are affiliated companies under the common control of JPMorgan Chase & Co. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
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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 made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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At least 2 years in a Financial Advisor role or equivalent financial services experience. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
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Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
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These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. Certified Financial Planning (CFP®) certification is preferred.
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This will be done with a consistent focus on relationship management, not portfolio management. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
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We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Provide a holistic view of clients' needs and financial coaching beyond investments.
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We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. A valid and active Series 7. Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
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We are an equal opportunity employer and place a high value on diversity and inclusion at our company. Additional details about total compensation and benefits will be provided during the hiring process.
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A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment. Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
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At J.P. 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.
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Title: private client advisor Company: Jpmorgan Chase
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