J.P. Morgan Wealth Management - Private Client Advisor - Jackson, WY (Jackson Branch)

As a J.P.

Morgan branch-based Private Client Advisor offers comprehensive financial planning and advice to affluent individuals and families.

At J.P.

Morgan, 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 within J.P.

Morgan, you will be responsible for providing comprehensive financial planning and advice to our affluent clientele.

Your expertise will be instrumental in supporting generations of affluent clients, ensuring and exceptional investor experience through advised solutions and referrals within the Chase partnership, thereby deepening 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 your clients by relying on leadership and relationship-building skills.

This will be done with a consistent focus on relationship management, not portfolio management


* Demonstrate a deep understanding of financial markets and sound business judgement


* Exhibit unwavering integrity that points toward doing right by clients at every opportunity


* Demonstrate a passion for educating clients on the technology and channels available to them to better 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 of experience as a Chase Private Client Advisor


* Demonstrated success in affluent 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


* A valid and active Series 66 (63/65) license is required


* A valid and active Life, Health and Long Term Care Insurance license is required

Preferred qualifications, capabilities, and skills


* Certified Financial Planning (CFP®) certification is preferred


* Bachelor's degree preferred

Relocation assistance is not offered for this role

Geography add in

Jackson, WY

Required - Current Chase Private Client Advisor in a branch located less than 10 miles from location of hiring branch: 545 W Broadway Ave - Jackson, WY 83001

Preferred - Current Chase Private Client Advisor in a branch located less than 5 mi...