J.P. Morgan – Private Client Advisor – Jackson, WY (Jackson Branch)

The 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 at J.P. Morgan, you will offer comprehensive financial planning and advice to affluent individuals and families. Your expertise will support generations of J.P. Morgan affluent clientele. 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 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
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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 miles from location of hiring branch: 545 W Broadway Ave - Jackson, WY 83001

  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 • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping 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. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverag