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Chase Wealth Management Financial Advisor Jobs (NOW HIRING)

JPMorgan Chase & Co.

NY · On-site

$70 - $120/hr

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 ...

JPMorgan Chase & Co.

NY · On-site

$90 - $150/hr

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 ...

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Chase Wealth Management Financial Advisor information

See salary details

$69.5K

$133.2K

$210K

How much do chase wealth management financial advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for chase wealth management financial advisor in the United States is $133,162.00, according to ZipRecruiter salary data. Most workers in this role earn between $112,000.00 and $147,500.00 per year, depending on experience, location, and employer.

What does a Chase Wealth Management Financial Advisor do?

A Chase Wealth Management Financial Advisor helps clients develop strategies to meet their financial goals by providing investment advice, retirement planning, and portfolio management services. They work with individuals and families to understand their financial situation, risk tolerance, and long-term objectives. Advisors recommend suitable investment products, such as stocks, bonds, mutual funds, and insurance, and regularly review and adjust clients’ portfolios as needed. Additionally, they provide guidance on financial planning topics like estate planning, tax optimization, and education funding.

What are the key skills and qualifications needed to thrive as a Chase Wealth Management Financial Advisor?

To thrive as a Chase Wealth Management Financial Advisor, you need a solid foundation in financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree and relevant licenses such as Series 7 and 66. Familiarity with financial planning software, CRM systems, and digital portfolio management tools is essential. Strong interpersonal skills, trust-building, and the ability to communicate complex financial concepts clearly set top advisors apart. These competencies enable advisors to build lasting client relationships, provide tailored financial solutions, and ensure regulatory adherence in a competitive financial environment.

What are some common challenges faced by Chase Wealth Management Financial Advisors, and how can new hires effectively overcome them?

Chase Wealth Management Financial Advisors often face challenges such as building a client base, staying updated with complex financial products, and meeting performance targets. New hires can overcome these obstacles by leveraging the firm's robust training programs, seeking mentorship from experienced advisors, and proactively networking within and outside the bank. Collaborating closely with branch teams and maintaining strong client relationships are also essential strategies for success in this role.

What is the difference between Chase Wealth Management Financial Advisor vs Financial Planner?

AspectChase Wealth Management Financial AdvisorFinancial Planner
CertificationsSeries 7, 66, or 63, CFP often preferredCFP, ChFC, or similar certifications
Work EnvironmentBank branches, financial offices, client meetingsIndependent or firm-based, client consultations
Employer & IndustryBanking/Financial services industry, Chase BankFinancial planning firms, independent practices
Primary FocusInvestment management, banking products, client portfoliosComprehensive financial planning, estate, retirement, taxes

Chase Wealth Management Financial Advisors primarily focus on investment management and banking products within the banking environment, often working for Chase Bank. Financial Planners provide broader financial planning services, including estate and tax planning, and may work independently or for specialized firms. Both roles require certifications like the CFP but differ in scope and work setting.

More about Chase Wealth Management Financial Advisor jobs

What states have the most Chase Wealth Management Financial Advisor jobs?

States with the most job openings for Chase Wealth Management Financial Advisor jobs include:

What job categories do people searching Chase Wealth Management Financial Advisor jobs look for?

The top searched job categories for Chase Wealth Management Financial Advisor jobs are:

Chase Wealth Management Financial Advisor jobs near you
Infographic showing various Chase Wealth Management Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $133,162 per year, or $64 per hour.

Chase Wealth Management, Product Manager, Vice President

JP Morgan Chase

Columbus, OH • On-site

Full-time

Medical, Retirement

Re-posted 17 hours ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 174 rated banks

Job description

We are seeking a Vice President-level Product Manager to own a key portion of the delivery agenda for the Managed Account Servicing workstream across Private Bank, Chase Wealth Management (CWM), and International Private Bank (IPB). This role will drive disciplined execution across high-visibility initiatives with complex cross-functional dependencies (business, technology, data, reporting, and controls), ensuring continuity, risk reduction, and consistent decision-making through critical milestones.

Managed Account Servicing underpins core advisor operating workflows, supporting 2M+ workflows annually, enabling the migration of ~1.4M accounts to ConnectWealth, and advancing the path to UMA through 2027-directly impacting advisor experience and client communications.

Key Responsibilities:

  • Provide autonomous, VP-level delivery leadership for the Servicing roadmap across multiple high-visibility initiatives (e.g., CWM/PB UMA, Transition expansion, Phase In, Service Global Ops model, new strategy launches, GSTP automation).
  • Own end-to-end workstream delivery across multiple teams, including delivery strategy, operating cadence, governance, and integrated planning.
  • Build and maintain an integrated plan across business, technology, data, reporting, and controls; manage cross-team dependencies, sequencing, and critical-path execution.
  • Drive requirements definition and acceptance criteria in partnership with product, technology, operations, and control partners; ensure clarity of scope, priorities, and success metrics.
  • Lead delivery execution through sprint planning, development, testing/UAT, release readiness, cutover planning (as applicable), and post-release stabilization.
  • Ensure production readiness and delivery quality, including issue/risk management, escalation paths, decision logs, and stakeholder communications.
  • Provide leadership coverage and continuity for Servicing team leads.
  • Support business-critical programs at scale across:
    • Private Bank: Deliver advisor workflows and servicing capabilities aligned to USPB UMA and the path to UMA in 2027, while supporting the broader USPB roadmap (e.g., Transition expansion, Phase In).
    • CWM: Enable the migration of ~1.4M accounts from legacy platforms to ConnectWealth, including advisor, operations, and client communications.
    • IPB: Expand Servicing as a strategic global platform supporting ~2,000 advisors, including readiness for the Service Global Ops model and new strategy launches
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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