J.P. Morgan Wealth Management – Private Client Advisor - Oklahoma City, OK

JPMorgan Chase & Co. • Oklahoma City, OK

25d

About The Position

As a Private Client Advisor in J.P. Morgan Wealth Management, you provide comprehensive financial planning and advice to individuals and families, serving clients with a range of financial circumstances. You deliver an exceptional investor experience through advised solutions and referrals to Chase partners, deepening client relationships.

The role involves building a book of business and delivering personalized investment solutions with a consistent focus on relationship management rather than portfolio management. You educate clients about available technology and digital channels, provide financial coaching beyond investments, and help clients bank and manage investments in ways that suit their needs. You work collaboratively with teammates and support the bank’s goals while fostering 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.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or 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 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 focus on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about technology and channels that help them 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 and, for eligible roles, 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