J.P. Morgan Wealth Management - Private Client Advisor - Benton, AR

JPMorgan Chase & Co. • Benton, AR

7d

About The Position

As a Private Client Advisor in Chase Wealth Management, you provide comprehensive financial planning and advice to individuals and families, from those beginning to save to clients with significant wealth. You deliver an exceptional investor experience through advised solutions and referrals to Chase partners that deepen client relationships. The role represents J.P. Morgan Chase to clients and draws on the firm’s investment products, thought leadership, and digital technology to support their financial needs.

The position focuses on building and managing client relationships and a book of business rather than managing portfolios. You provide a holistic perspective on clients’ financial needs, coach them beyond investments, and help them use digital tools and channels to monitor and manage their investments and bank in ways that suit them.

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.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting in the role as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license, or 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

• 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, with a consistent focus 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 technology and channels they can use 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.

Benefits

• Competitive total rewards package, including base salary.
• Eligible roles may 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