Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
J.P. Morgan Wealth Management - National Branch Personal Advisor image - Rise Careers
Job details

J.P. Morgan Wealth Management - National Branch Personal Advisor

As a Personal Advisor, in J.P. Morgan’s Wealth Management’s National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan’s Chief Investment Officer.  You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.  Personal Advisors will work in a full time based office environment to support the full book of clients. 

Job responsibilities:

  • Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
  • Convert high quality leads into new clients and help to maintain those relationships
  • Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
  • Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals 

Required qualifications, capabilities, and skills:

  • A valid and active Series 7 
  • A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
  • This role requires you to be licensed in all states

Preferred qualifications, capabilities, and skills:

  • At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
  • Bachelor’s degree preferred
  • CFP preferred
Chase Glassdoor Company Review
3.8 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
Chase DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Chase
Chase CEO photo
Jamie Dimon
Approve of CEO

Average salary estimate

$80000 / YEARLY (est.)
min
max
$60000K
$100000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
Chase Hybrid Jersey City, New Jersey, United States
Posted 2 days ago

Join JPMorgan Chase as a Software Engineer II and help build innovative software solutions in a dynamic team setting.

Photo of the Rise User
Chase Hybrid Jersey City, New Jersey, United States
Posted 2 days ago

As a Lead Software Engineer at JPMorgan Chase, you will push the limits of technology while working on impactful cloud solutions.

Photo of the Rise User
PITCO(NH) Hybrid Bow, New Hampshire, United States
Posted 6 days ago

Join Pitco, a global leader in commercial frying solutions, as Vice President of Finance and drive strategic initiatives in a pivotal role.

Photo of the Rise User
Bosch Group Hybrid 15000 N Haggerty Rd, Plymouth, MI 48170, USA
Posted 3 days ago

Join Bosch as a Pricing Analyst and help shape pricing strategies that impact automotive production through innovative technologies.

Photo of the Rise User
Motive Hybrid United States
Posted 7 days ago
Diversity of Opinions
Inclusive & Diverse
Collaboration over Competition
Growth & Learning
Mission Driven
Rapid Growth
Passion for Exploration
Empathetic
Feedback Forward
Medical Insurance
Dental Insurance
Vision Insurance
401K Matching
Life insurance
Maternity Leave
Paternity Leave
Paid Holidays
Paid Time-Off
Performance Bonus
Social Gatherings
Some Meals Provided

Join Motive as the Director of FP&A to drive their Go-to-Market financial strategy in a pivotal leadership role.

Photo of the Rise User
Anduril Industries Hybrid Irvine, California, United States
Posted 5 days ago

As a Senior Revenue Analyst at Anduril Industries, you'll play a key role in optimizing revenue processes and collaborating with teams to enhance financial outcomes.

Photo of the Rise User
Posted 11 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Take on the pivotal role of Director of Risk Management at American Express, guiding risk governance and contributing to financial stability.

Photo of the Rise User
Sonic Automotive Hybrid Plano, Texas, United States
Posted 10 days ago

Join EchoPark Automotive as a Finance Specialist, where you'll facilitate accurate financial documentation in a fast-paced retail environment.

Photo of the Rise User
American Express Hybrid Phoenix, Arizona, United States
Posted 4 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Join American Express as a Manager in Financial Systems, where you can transform finance processes through automation and innovation.

Photo of the Rise User

Join ApotheCom as a Junior Finance Analyst and help ensure project profitability through meticulous financial management.

Photo of the Rise User
Posted 4 days ago

Be a part of JLL's dedicated team as a Production Support Analyst, shaping the future of commercial real estate transactions.

As the Associate Director of Strategic Finance at Deciphera, you'll drive corporate strategy and long-term planning while supporting business development initiatives.

Photo of the Rise User
American Express Hybrid New York, New York, United States
Posted 3 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

American Express is looking for a Manager of SOX Advisory & Analytics to enhance internal controls and manage financial reporting risks in a dynamic environment.

Photo of the Rise User
Posted 2 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Join American Express as a Manager of SOX IT Testing and lead the evaluation and testing of critical IT general controls.

Photo of the Rise User

Join Stout as an Analyst in the Investment Banking group, where you'll engage in impactful transactions across various industries.

Chase serves nearly half of America’s households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. A career at Chase offe...

84 jobs
MATCH
VIEW MATCH
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
March 30, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
B
Someone from OH, Lima just viewed Head of Digital Acquisition at Booksy
Photo of the Rise User
Someone from OH, Dayton just viewed Plant Engineer I - HVAC at Pfizer
Photo of the Rise User
Someone from OH, Dayton just viewed Entry Level Industrial Engineer at Boeing
Photo of the Rise User
Someone from OH, Dayton just viewed Manufacturing Engineer Intern at Marvin
Photo of the Rise User
Someone from OH, Dayton just viewed Assessment Engineering Intern at Learning A-Z
C
Someone from OH, Dayton just viewed Project Engineer at CRB
Photo of the Rise User
Someone from OH, Dayton just viewed Manufacturing Engineer III at Agile Space Industries