Financial Advisor - National Branch Personal Advisor
About the job
- At least 3 years of relevant financial services or brokerage experience with a focus on financial planning is strongly preferred.
- A valid and active Series 7 license is required.
- A valid and active Series 66, or Series 63 and Series 65, license is required, or must be obtained within 60 days of starting as a condition of employment.
- Must be licensed in all states.
- A Bachelor's degree is preferred.
- A Certified Financial Planner certification is preferred.
- Experience and understanding of investments, wealth planning, credit, and banking concepts.
- Strong organizational skills and a disciplined, organized approach to daily work.
- Partner with clients to create custom financial plans based on their goals.
- Meet with clients primarily through scheduled video or phone appointments.
- Build a personalized financial plan for each client.
- Match clients with investment portfolios designed and managed by J.P. Morgan's Chief Investment Officer.
- Provide advice to existing clients as their financial and life priorities change.
- Support the full book of clients in a team environment.
- Build long-term, dedicated relationships with clients.
- Use a holistic, goals-based planning approach to help clients achieve their financial goals.
- Convert high-quality leads into new clients and maintain those relationships.
- Ensure proposed solutions fulfill clients' short-, medium-, and long-term needs and objectives.
- Educate clients about available digital products to help them monitor, maintain, and achieve their financial goals.
- At least 3 years of relevant financial services or brokerage experience with a focus on financial planning.
- A Bachelor's degree.
- A Certified Financial Planner certification.
About the company
JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1799
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Simplify's Take
What believers are saying
- Growth is broad-based: every JPMorgan division posted record revenue in the June 2026 quarter, and trading jumped 35%.
- Stock grants gained value: shares rose 21% in three months, valuing JPMorgan at $965 billion in August 2026.
- Tech teams are well funded: JPMorgan's nearly $20 billion yearly tech budget is the largest in banking.
What critics are saying
- AI is shrinking some teams: Dimon said in July 2026 that AI cut up to 40% of certain roles.
- Plan on five office days a week: JPMorgan ended hybrid schedules for all staff in early 2025.
- It is fighting the president in court: Trump sued JPMorgan for $5 billion in January 2026 over his closed accounts.
What makes JP Morgan Chase unique
- It ranks first in investment banking: JPMorgan earned 9.3% of global deal fees in the first half of 2026.
- It trains future CEOs: 10 Fortune 500 chiefs were JPMorgan alumni in September 2025, fifth-most of any employer.
- Its payments arm is a hidden giant: JPMorgan says it processes $12 trillion a day across 160-plus countries.
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Benefits
- Health Insurance
- Flexible Work Hours
- Paid Sick Leave
- Paid Holidays