Client Advisor Jobs
Client Advisor jobs are open across wealth management, retail banking, luxury retail, and insurance, at every level from entry-level associate to senior advisor, with specializations in portfolio guidance, high-net-worth client relations, and product-based sales consulting. Find a role that fits below and apply directly.
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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.
- 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
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• 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.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
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.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
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.
- 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
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• 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.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
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.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
Client Advisor Jobs by Experience Level
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Find Client Advisor JobsClient Advisor Job Market
Who's Hiring
- JPMorganChase512
- KeyBank49
- Giorgio Armani36
- Louis Vuitton34
- Gucci32
Top Industries Hiring
- Banking & Financial Services148
- Fintech126
- Investment & Asset Management126
- Consulting & Professional Services24
- Retail5
What Employers Look For
The qualifications that appear most often in client advisor jobs.
- Bachelor's degree in finance, business, economics, or a related field
- Two or more years of experience in a client-facing financial or sales advisory role
- Series 7 and Series 66 licenses or willingness to obtain them within a defined period
- Demonstrated ability to manage and grow a personal book of business
- Proficiency with CRM platforms and portfolio management or POS software
- Strong communication and relationship-building skills with a consultative sales approach
Tips for Your Client Advisor Job Search
Quantify your client retention and revenue
Client advisor resumes that stand out show measurable outcomes: retention rates, portfolio growth, or revenue generated per book of business. Pull those numbers from your past performance reviews and put them in your bullet points, not buried in a summary.
Tailor your resume to the sector
A client advisor resume for a private bank reads differently than one for a luxury brand or insurance firm. Swap in the industry's language, whether that's AUM and compliance for finance or clienteling and conversion for retail, before you apply to each opening.
Apply early to roles that fit
Migrate Mate lists client advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by their client segment
Look up whether the firm serves mass-market, mass-affluent, or ultra-high-net-worth clients before applying. Your cover letter should reflect that segment explicitly, because hiring managers screen heavily for candidates who understand their specific client profile.
Prepare a book-of-business story for interviews
Most client advisor interviews include a scenario question about how you would build or grow a client relationship from scratch. Prepare a specific two to three minute story from a past role that shows your prospecting approach, needs-discovery technique, and how the relationship developed.
Negotiate your compensation structure, not just base pay
Client advisor offers often include a draw, commission tier, or trail-fee component that matters more long-term than base salary. Before accepting, ask the recruiter to walk through the full comp model so you understand the ramp period and how commissions are calculated.
Client Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most client advisors?
The most active employers for client advisors right now are JPMorganChase, KeyBank, and Giorgio Armani, and the most openings are in California, Florida, and Texas, based on current listings on Migrate Mate as of September 2026. Demand tends to stay strong across wealth management, retail banking, and luxury retail year-round.
How many client advisor jobs are remote?
About 28% of client advisor openings are fully remote or hybrid as of September 2026, though the share varies widely by sector. Financial planning and insurance roles are most likely to offer remote or hybrid arrangements, while luxury retail and branch-based banking positions almost always require in-person work.
How do you become a client advisor?
Start by earning a bachelor's degree in finance, business, or a related field, then build client-facing experience in a sales, banking, or service role. Obtain relevant licenses such as Series 7 or Series 66 if you are moving into financial services. From there, target entry-level advisor or associate roles, build a track of client outcomes, and work toward senior or specialized positions.
Can I get a client advisor job with little or no experience?
Yes, many firms hire for entry-level client advisor or associate advisor roles specifically designed for candidates without a full book of business. Retail banking, insurance, and luxury retail offer the most accessible entry points. Highlighting strong communication skills, any customer service background, and genuine interest in the firm's client segment will carry your application further than credentials alone.
What does the client advisor interview process look like?
Most client advisor interviews run two to four rounds. The first is typically a recruiter phone screen focused on your background and motivation. A hiring manager interview follows, often including a role-play scenario where you walk through a client discovery conversation. Final rounds may involve a panel, a written case, or a meeting with a branch or regional leader who assesses cultural and client-segment fit.
Where can I find and apply to client advisor jobs?
You can find and apply to client advisor jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience level, sector, and location, then apply directly to each listing.
See All 1,203+ Client Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
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