J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA

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 Community Private Client Advisor in J.P. Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families. You have a passion for uplifting the community where the community branch is located. 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.

• Have a passion for uplifting the community by engaging and cultivating relationships through hosting and participating in community events, in partnership with your Community Manager. Be involved in local community volunteer leadership groups and Market Leadership Team sponsored events such as Back to School Events, Managing Debt Workshops, pop-up shop openings, business openings, and educational outreach.
• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion.
• Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management, while demonstrating a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity to do right by clients at every opportunity.
• Demonstrate a passion for educating clients about the technology and channels available to them to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs, offering financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

• 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 63/65) license, or ability to obtain it within 60 days of starting, as a condition of employment.
• A valid and active Life, Health and Long-Term Care Insurance license, or ability to obtain it within 60 days of starting, as a condition of employment.

• Certified Financial Planning (CFP) certification is preferred.
• Bachelor’s degree preferred.

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 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.