Private Client Advisor - Wealth Management
About the job
- 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 (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.
- Champion and support 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 clients, relying on leadership and relationship-building skills, with a consistent focus on relationship management rather than portfolio management.
- Demonstrate a deep understanding of financial markets and sound business judgment.
- Act with integrity and do what is right for clients at every opportunity.
- Educate clients on available technology and channels to help them 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.
- Certified Financial Planning (CFP®) certification is preferred.
- A bachelor's degree is preferred.
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