National Branch Personal Advisor

About the Team

J.P. Morgan Wealth Management's National Branch Personal Advising group is built on the belief that investment advising should feel like a personal relationship with a trusted partner. As one of the oldest financial institutions with a history spanning over 200 years, we offer innovative financial solutions to millions of consumers, small businesses, and prominent corporate clients. Our people are our strength, and we place a high value on diversity and inclusion, recognizing that the diverse talents in our global workforce are directly linked to our success.

About the Role

As a Personal Advisor, you will partner with clients to create custom financial plans based on their unique goals. You will meet with clients primarily through scheduled appointments via video or phone, building personalized financial plans and matching clients with investment portfolios designed and managed by J.P. Morgan's Chief Investment Officer.

In this full-time, office-based role, you will provide ongoing advice to existing clients as they navigate shifting priorities in their finances and lives. You will leverage a solution-oriented mindset to help clients achieve their financial goals, ensuring proposed solutions fulfill their needs in the short, medium, and long term. Additionally, you will educate clients on digital products available to them to better monitor and maintain their financial progress.

Hiring Process

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Equal Opportunity

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, or disability. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.