J.P. Morgan Wealth Management – Private Client Advisor - Lakewood, Cape Court , Little

J.P. Morgan Wealth Management – Private Client Advisor - Lakewood, Cape May Court House, Little Egg Harbor - New Jersey

At J.P. Morgan Chase, we are passionate about 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 represent our brand, interact with clients, and offer the best investment solutions to meet their financial needs.

Job Responsibilities

• Champion and support your teammates’ success and the bank’s goals while 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 judgment.
• Exhibit unwavering integrity, doing right by clients at every opportunity.
• Educate clients on available technology and channels so they can better monitor and manage 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, cultivation, and maintenance of client relationships.
• 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 is required or must be obtained within 60 days of starting.
• A valid and active Life, Health, and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

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). Products may not be available in all states.

We provide a competitive total rewards package including base salary, commission‑based pay, discretionary incentive compensation, and a range of benefits (health care, on‑site wellness centers, retirement plan, backup childcare, tuition reimbursement, mental health support, and financial coaching). Details regarding compensation and benefits will be discussed during the hiring process.

We are an equal‑opportunity employer. We do not discriminate on the basis of any protected attribute and provide reasonable accommodations for applicable applicants.
Equal Opportunity Employer/Disability/Veterans