Job Details

J.P. Morgan Wealth Management Private Client Advisor - Marin County and Surrounding Areas

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Job Description

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. Using a broad investment product and thought leadership platform along with cutting edge digital technology, 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.

As a Private Client Advisor in Chase Wealth Management, 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 provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

• Champion and support your teammates success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients with a strong focus on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity and a commitment to doing right by clients
• Educate clients on the technology and channels available to monitor, maintain, and handle 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

Required Qualifications, Capabilities, And Skills

• 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
• A valid and active Series 7 license
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planning (CFP) certification is preferred
• Bachelors degree preferred

Regulatory and Disclosures

• This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment offers are contingent on review of criminal conviction history, including pretrial diversions or program entries.
• Investment and Insurance Products are NOT FDIC INSURED, NOT INSURED BY any Federal Government Agency, NOT a Deposit or Other Obligation of, or Guaranteed by, JPMorgan Chase Bank, N.A. or any of its Affiliates. Investments involve risks, including possible loss of principal.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member of FINRA and SIPC. Annuities are available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co.

About Us

Chase is a leading financial services firm, helping 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 customers at the heart of everything we do. We offer a competitive total rewards package including base salary, potential commissions or discretionary incentive compensation, and a range of benefits such as comprehensive health care coverage, retirement savings, and more. We are an equal opportunity employer and value diversity and inclusion. Reasonable accommodations are available for applicants with religious practices or disability needs. See our FAQs for more information about requesting an accommodation.

About The Team

Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. J.P. Morgan Wealth Management is committed to serving clients across their financial needs with offerings ranging from self-directed investing to full-service advisor relationships.

Job Details

Employment type: Full-time

Seniority level: Not Applicable

Job function: Finance and Sales