J.P. Morgan Wealth Management - Private Client Advisor - Cedar Rapids, IA; area

Overview

At J.P. Morgan Chase, we are committed to delivering exceptional client service while fostering a culture of diversity and inclusion. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, from those just beginning to save to those with significant wealth.

• Champion and support teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity by doing right by clients at every opportunity.
• Educate clients on technology and channels available to monitor, maintain, and manage their investments.
• Provide a holistic view of clients' needs and offer 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 the ability to obtain it within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license, or the ability to obtain it within 60 days of starting.

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

We offer a competitive total rewards package, including a base salary based on role, experience, skill set, and location, as well as commission-based pay and/or discretionary incentive compensation. 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.

We are an equal‑opportunity employer and place a high value on diversity and inclusion. 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.