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- Tasks: Help clients with financial planning and investment solutions while building strong relationships.
- Company: Join J.P. Morgan Chase, a leader in financial services dedicated to client success and diversity.
- Benefits: Enjoy competitive pay, health coverage, tuition reimbursement, and mental health support.
- Why this job: Be part of a dynamic team that values innovation, integrity, and client education.
- Qualifications: 2+ years in financial advising, Series 7 and 66 licenses required.
- Other info: Embrace digital tools to enhance client experiences and foster financial confidence.
The predicted salary is between 36000 - 60000 £ per year.
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Job Description
At J.P. Morgan Chase, 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.
Job Description
At J.P. Morgan Chase, 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 in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support 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 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 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
- 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 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.
About Us
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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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 coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Seniority level
-
Seniority level
Not Applicable
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance and Sales
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J.P. Morgan Wealth Management – Private Client Advisor - Saint George, UT employer: JPMorganChase
Contact Detail:
JPMorganChase Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land J.P. Morgan Wealth Management – Private Client Advisor - Saint George, UT
✨Tip Number 1
Familiarise yourself with J.P. Morgan's values and mission. Understanding their commitment to diversity, inclusion, and exceptional customer service will help you align your approach during interviews and discussions.
✨Tip Number 2
Network with current or former employees of J.P. Morgan. Engaging with them can provide valuable insights into the company culture and expectations for the Private Client Advisor role, which can be a game-changer in your application process.
✨Tip Number 3
Stay updated on financial market trends and investment strategies. Being well-versed in current events and demonstrating your knowledge during conversations can set you apart as a candidate who is proactive and informed.
✨Tip Number 4
Prepare to discuss your experience in client acquisition and relationship management. Highlight specific examples where you've successfully built and maintained client relationships, as this is crucial for the Private Client Advisor position.
We think you need these skills to ace J.P. Morgan Wealth Management – Private Client Advisor - Saint George, UT
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Private Client Advisor position. Understand the key responsibilities and required qualifications so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in financial advising or related fields. Use specific examples that demonstrate your success in client acquisition and relationship management, as these are crucial for this role.
Showcase Your Skills: Make sure to highlight skills that align with the job requirements, such as your understanding of financial markets, integrity, and ability to provide holistic financial advice. Mention any relevant certifications like CFP or licenses you hold.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the company. Discuss how your values align with J.P. Morgan's commitment to diversity and inclusion, and express your passion for helping clients achieve their financial goals.
How to prepare for a job interview at JPMorganChase
✨Understand the Company Culture
Before your interview, take some time to research J.P. Morgan Chase's values and culture. They emphasise diversity, inclusion, and exceptional customer service, so be prepared to discuss how your personal values align with theirs.
✨Showcase Your Relationship-Building Skills
As a Private Client Advisor, building strong relationships is key. Prepare examples from your past experiences where you successfully cultivated client relationships or worked collaboratively with teammates to achieve goals.
✨Demonstrate Financial Knowledge
Brush up on your understanding of financial markets and investment products. Be ready to discuss current market trends and how they might impact clients' financial decisions, showcasing your expertise in financial planning.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and client management skills. Think of specific situations where you had to provide tailored advice or navigate complex client needs, and be ready to share those stories.
