As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. 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. Job responsibilities 3 Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity3 Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management3 Demonstrate a deep understanding of financial markets and sound business judgement3 Exhibit unwavering integrity that points toward doing right by clients at every opportunity3 Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments3 Provide a holistic view of clients' needs and financial coaching beyond investments3 Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills 3 At least 2 years in a Financial Advisor role or equivalent financial services experience3 Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners3 Demonstrated ability and commitment to goals-based planning and advice3 A valid and active Series 73 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 3 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 Preferred qualifications, capabilities, and skills 3 Certified Financial Planning (CFPae) certification is preferred3 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), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.