Private Client Advisor

About the Team

At J.P. Morgan Chase, we are driven by an enthusiasm for helping our clients, taking care of our employees, and building lasting relationships. Our mission is to create engaged, lifelong connections and put our customers at the heart of everything we do. As a leading financial services firm, we help nearly half of America's households and small businesses achieve their financial goals through a broad range of products and thought leadership.

We recognize that our people are our strength. The diverse talents we bring to our global workforce are directly linked to our success, and we place a high value on diversity and inclusion at every level of our organization.

About the Role

As a Private Client Advisor in Chase Wealth Management, you will be front and center representing our brand and interacting with clients to offer the best investment solutions to meet their financial needs. Using a broad investment product platform along with cutting-edge digital technology, you will provide comprehensive financial planning and advice to individuals and families.

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will deliver an exceptional investor experience by offering advised solutions and partner referrals that deepen client relationships. This role focuses on relationship management rather than portfolio management, requiring you to demonstrate a deep understanding of financial markets and sound business judgment. You will also embrace digital innovations to help clients become more digitally confident, enabling them to bank when, where, and how they want.

Hiring Process

Additional details about the hiring process and total compensation will be provided during the interview stages.

Equal Opportunity

Chase is an equal opportunity employer and does not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, age, marital or veteran status, pregnancy, or disability. We make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.