J.P. Morgan Wealth Management - Private Client Advisor

JPMorgan Chase & Co. • Cumming, GA

2d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, supporting clients at different stages of saving and wealth. You will offer advised solutions and Chase partner referrals to create an exceptional investor experience and deepen client relationships. The role uses J.P. Morgan’s investment products, thought leadership, and digital technology to address clients’ financial needs.

You will build a book of business and deliver personalized investment solutions, with a consistent focus on relationship management rather than portfolio management. You will also provide holistic financial coaching beyond investments and help clients confidently use digital tools and channels. The position calls for sound judgment, integrity, collaboration, and a commitment to diversity and inclusion.

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license, or the ability to obtain it within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license, or the ability to obtain it within 60 days of starting in the role as a condition of employment.

Nice To Haves

• Certified Financial Planning (CFP®) certification.
• Bachelor’s degree.

Responsibilities

• Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, focusing on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with unwavering integrity and do what is right for clients.
• Educate clients about available technology and channels to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations and help clients become more digitally confident so they can bank when, where, and how they want.

Benefits

• Competitive total rewards package, including base salary; eligible roles may also receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed