Job Details

At J.P. Morgan Chase, we commit to delivering extraordinary customer service while fostering a culture of diversity and inclusion. Using innovative technology and a broad investment platform, you will represent our brand and offer clients the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, from novice savers to high-net-worth clients. You will deliver an exceptional investor experience by combining Chase products with partner referrals to deepen client relationships.

Job Responsibilities

• Champion and support teammates' success, fostering diversity and inclusion.
• Build a book of business and deliver personalized investment solutions through strong relationship-building skills.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain unwavering integrity and act in clients' best interests at every opportunity.
• Educate clients on available technology and channels to monitor and manage their investments.
• Provide holistic financial coaching that goes beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank anytime, anywhere.

Required Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, relationship cultivation, and partner integration.
• Proven capability and commitment to goals-based planning and advice.
• Cantonese bilingual (required).
• A valid and active Series 7 license.
• A valid and active Series 66 (or 63/65) license, or commitment to obtain it within 60 days of start.
• A valid and active Life, Health, and Long‑Term Care Insurance license, or commitment to obtain it within 60 days of start.

Preferred Qualifications

• Certified Financial Planner (CFP®) certification.
• Bachelor's degree.

Equal Opportunity Employer / Disability / Veterans

J.P. Morgan Chase is an equal‑opportunity employer. We do not discriminate on the basis of 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 needs.