Private Client Advisor

About the Team

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. 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 financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

About the Role

As a Private Client Advisor in Chase Wealth Management, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Using a broad investment product and thought leadership platform along with cutting-edge digital technology, you will offer 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 provide an exceptional investor experience by offering advised solutions and Chase 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 and 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

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.