J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore Market

J.P. Morgan Wealth Management – Private Client Advisor Base pay range $47,520.00/yr - $47,520.00/yr Job Description At J.P. Morgan Chase, we are committed to 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 represent our brand and interact with clients to offer the best investment solutions that 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, supporting 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 bank’s goals while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions by relying on leadership and relationship‑building skills, focusing on relationship management rather than portfolio management. Demonstrate a deep understanding of financial markets and sound business judgment. Exhibit unwavering integrity, doing right by clients at every opportunity. Passionately educate clients on the technology and channels available to them for monitoring, maintaining, and managing 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 (or equivalent 63/65) license, required or obtained within 60 days of starting the role. A valid and active Life, Health and Long Term Care Insurance license, required or obtained within 60 days of starting the role. Preferred Qualifications, Capabilities, And Skills Certified Financial Planning (CFP®) certification preferred. Bachelor’s degree preferred. 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 Equal Opportunity Employer / Disability / Veterans We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute. We also make reasonable accommodations for applicants and employees’ religious practices and mental health or physical disability needs. For more information about accommodations, visit our FAQs. Seniority level Not Applicable Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr JPMorganChase