J.P. Morgan Wealth Management – Private Client Advisor - Provo, UT

Job Description

At J.P. Morgan Chase, we are passionate about helping our clients, supporting our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product platform and cutting‑edge digital technology, you will represent our brand and interact with clients to offer the best investment solutions to meet their financial needs.
A Private Client Advisor in Chase Wealth Management offers comprehensive financial planning and advice to individuals and families, from early savers to high‑net‑worth clients. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

• Champion and support teammates’ success, 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, doing right by clients at every opportunity.
• Educate clients on technology and channels available to them to better 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 (63/65) license or the ability to obtain it within 60 days of starting in the role.
• A valid and active Life, Health and Long Term Care Insurance license or the ability to obtain it within 60 days of starting in the role.

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

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.