Service Advisor Jobs at JPMorganChase with Visa Sponsorship
Service Advisor jobs at JPMorganChase sit at the intersection of client relationships and financial operations, requiring both technical knowledge and communication skills. JPMorganChase has a consistent track record of sponsoring international talent across multiple visa categories for this function, making it a realistic target for qualified visa-dependent job seekers.
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Get Access To All JobsINTRODUCTION
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
BASIC QUALIFICATIONS
- 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
- 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.
About us
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.
INTRODUCTION
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
BASIC QUALIFICATIONS
- 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
- 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.
About us
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.
See all 557+ Service Advisor Jobs at JPMorganChase
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Service Advisor Jobs at JPMorganChase.
Get Access To All JobsTips for Finding Service Advisor Jobs at JPMorganChase
Align your credentials to specialty occupation standards
JPMorganChase's Service Advisor roles typically require a degree in finance, business, or a related field. Make sure your transcripts and any foreign credential evaluations clearly reflect that field-specific connection before you apply.
Target JPMorganChase's internal mobility pipeline
JPMorganChase frequently promotes Service Advisors from within its retail and commercial banking divisions. If you're already in a support or analyst role at the firm, an internal transfer can move your sponsorship timeline faster than an external application.
Research which visa category fits your nationality
JPMorganChase sponsors H-1B, H-1B1 visa, and E-3 visas for this role. If you're an Australian citizen, the E-3 sidesteps the H-1B lottery entirely. Knowing your category before interviews lets you speak to the process confidently when it comes up.
Confirm E-Verify enrollment before accepting an offer
As a large financial institution, JPMorganChase is enrolled in E-Verify, which is required for lawful employment verification. Confirming this early removes one variable when you're evaluating whether a formal offer will lead to a viable sponsorship filing.
Use Migrate Mate to find active Service Advisor openings
Sponsorship-friendly Service Advisor listings at firms like JPMorganChase aren't always easy to filter for on general job boards. Use Migrate Mate to search roles specifically vetted for visa sponsorship so you're applying where it counts.
Prepare for PERM timing if pursuing permanent residence
JPMorganChase sponsors EB-2 and EB-3 Green Cards for qualifying roles, but PERM labor certification can take well over a year. Ask your recruiter about the firm's typical timeline from H-1B approval to Green Card initiation so you're not caught off guard.
Frequently Asked Questions
Does JPMorganChase sponsor H-1B visas for Service Advisors?
Yes, JPMorganChase sponsors H-1B visas for Service Advisor roles. The firm has a consistent pattern of filing petitions for this function across its banking and financial services divisions. Because JPMorganChase qualifies as a large employer, H-1B cap-subject petitions go through the annual USCIS lottery, so timing your application cycle around the March registration window matters.
How do I apply for Service Advisor jobs at JPMorganChase?
You can find Service Advisor openings through JPMorganChase's careers portal or through Migrate Mate, which filters roles by visa sponsorship eligibility. When applying, tailor your resume to highlight client-facing financial experience and any relevant licensing such as Series 6 or Series 7, since JPMorganChase frequently lists these as preferred qualifications for Service Advisor candidates.
Which visa types does JPMorganChase commonly use for Service Advisor roles?
JPMorganChase sponsors H-1B, H-1B1 visa, and E-3 visas for Service Advisor positions, as well as employment-based Green Cards through the EB-2 and EB-3 categories. Australian citizens can pursue the E-3 visa route, which has no lottery and a dedicated annual allocation. H-1B1 is available to Chilean and Singaporean nationals under their respective free trade agreements with the U.S.
What qualifications does JPMorganChase expect for Service Advisor candidates?
JPMorganChase typically looks for a bachelor's degree in finance, business administration, or a closely related field for Service Advisor roles, which also supports the specialty occupation requirement for visa sponsorship. Relevant experience in client advisory, wealth management, or retail banking is weighted heavily. Securities licensing such as Series 6, Series 7, or Series 66 strengthens your application significantly.
How do I plan around visa processing timelines when targeting a Service Advisor role at JPMorganChase?
If you need an H-1B, the cap registration window opens in March each year and employment can begin no earlier than October 1 of the same year. USCIS premium processing can reduce the adjudication period to around 15 business days once a petition is filed. Build at least six months of lead time into your job search to account for offer negotiations, LCA certification with the DOL, and petition preparation.