J.P. Morgan Wealth Management - Private Client Advisor - Albany, NY

Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor - Albany, NY role at JPMorganChase . As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. You will support a wide range of clients, from those just starting to save to those with significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. 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 through relationship management and client-focused guidance rather than portfolio management alone. Demonstrate a deep understanding of financial markets and sound business judgment. Uphold integrity and act in the best interests of clients at all times. Educate clients on technology and channels to monitor, maintain, and handle their investments. Provide a holistic view of clients’ needs and financial coaching beyond investments. Leverage digital innovations to help clients become more digitally confident and access banking 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, relationship management, and partnering with key teams. 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. Bachelor’s degree preferred. Investment And Insurance Products

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. Annuities are made available through Chase Insurance Agency, Inc. (CIA). JPMorgan Chase Bank, N.A. and its affiliates are legally distinct entities. Products not available in all states. About Us Chase is a leading financial services firm focused on helping clients achieve their financial goals through a broad range of financial products. We are committed to diversity and inclusion and strive to create enduring client relationships. We offer a competitive total rewards package including base salary, potential incentives, and a range of benefits based on eligibility. Details about total compensation and benefits are provided during the hiring process. We are an equal opportunity employer and do not discriminate on protected attributes. Reasonable accommodations are available for applicants and employees. About The Team Consumer & Community Banking serves Chase customers with personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. J.P. Morgan Wealth Management provides a full spectrum of wealth management solutions and advisory services to clients across the U.S. #J-18808-Ljbffr JPMorganChase