J.P. Morgan Wealth Management – Private Client Advisor - Oklahoma City, OK
About The Position
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, serving clients ranging from those just starting to save to those with significant wealth. You will provide an exceptional investor experience through advised solutions and referrals to Chase partners that deepen client relationships. The role represents the J.P. Morgan Chase brand and uses its investment product and thought leadership platform, along with digital technology, to help clients meet their financial needs. The position focuses on building and managing client relationships rather than portfolios. You will build a book of business, provide personalized investment solutions, offer financial coaching beyond investments, and help clients confidently use digital tools and channels. You will also support teammates and 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 must 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 must 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, with a consistent focus on relationship management rather than portfolio management.
- Demonstrate understanding of financial markets and sound business judgment.
- Act with 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 to help clients become more digitally confident and bank when, where, and how they want.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
