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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. As a Private Client Advisor in Chase Wealth Management, you will be at the forefront of representing our brand and interacting with clients to offer the best investment solutions tailored to their financial needs. Your role will involve providing comprehensive financial planning and advice to individuals and families, supporting a diverse range of clients from those just starting to save to those with significant wealth. You will be responsible for delivering an exceptional investor experience by offering advised solutions and referrals to Chase partners that deepen client relationships. In this position, you will champion and support your teammates' success and the goals of the bank while fostering a culture of diversity. You will build a book of business and deliver personalized investment solutions to your clients, relying on your leadership and relationship-building skills. This will be achieved with a consistent focus on relationship management rather than portfolio management. You will demonstrate a deep understanding of financial markets and sound business judgment, exhibiting unwavering integrity that points toward doing right by clients at every opportunity. Additionally, you will educate clients on the technology and channels available to them to better monitor, maintain, and handle their investments, providing a holistic view of their needs and financial coaching beyond investments. Embracing digital innovations will be key to helping clients become more digitally confident and bank when, where, and how they want.
