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Chase Financial Advisor information

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$36K

$102.1K

$144K

How much do chase financial advisor jobs pay per year?

As of Jun 10, 2026, the average yearly pay for chase financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Chase Financial Advisor, and why are they important?

To thrive as a Chase Financial Advisor, you need strong financial knowledge, sales acumen, and typically a bachelor's degree along with FINRA Series 7 and 66 (or 63/65) licenses. Proficiency with financial planning tools, CRM software, and compliance systems is essential for managing client portfolios and adhering to regulatory standards. Exceptional interpersonal skills, active listening, and the ability to build trust make advisors stand out in developing long-term client relationships. These skills and qualifications are crucial for providing effective financial guidance, meeting client goals, and achieving business targets within a highly regulated environment.

What does a typical day look like for a Chase Financial Advisor and how do they interact with clients and internal partners?

A typical day for a Chase Financial Advisor involves meeting with both new and existing clients to understand their financial goals, presenting tailored investment solutions, and conducting portfolio reviews. Financial Advisors also collaborate closely with branch staff, such as Relationship Bankers, to identify opportunities for new business and referrals. Regular internal meetings, ongoing education on financial products, and compliance responsibilities are also part of the daily routine. This role requires strong interpersonal skills and the ability to build long-term client relationships while navigating a fast-paced, client-focused environment.

What are Chase Financial Advisors?

Chase Financial Advisors are professionals who work at JPMorgan Chase and provide personalized financial guidance to clients. They help individuals and families develop investment strategies, plan for retirement, and manage their wealth based on each client's unique goals and financial situation. These advisors offer recommendations on a variety of financial products, such as investment accounts, retirement plans, and insurance. They also assist clients in understanding market trends and making informed decisions about their money.
Infographic showing various Chase Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 6% As Needed, 87% Full Time, 6% Part Time, and 1% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
J.P. Morgan Wealth Management - Private Client Advisor - Northwest Indiana

J.P. Morgan Wealth Management - Private Client Advisor - Northwest Indiana

Chase

Saint John, IN

Other

Posted 3 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 468 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

Private Client Advisor

At J.P. Morgan Chase, we have an enthusiasm for 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 be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 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

  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • 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 management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle 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, 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
  • 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
  • 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

  • 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), 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.

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