Elite Private Client Advisor: Holistic Wealth Planning

JPMorgan Chase & Co.; Lititz (Lancaster County); On-site; USD 85,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build a trusted advisor relationship, leverage the firm’s digital tools, and coordinate with partners to meet clients’ goals. You will rely on your knowledge of financial markets, adherence to fiduciary standards, and passion for education to help clients monitor and adjust their investments, while

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 collaborating with partners.
• Active Series 7 license and Series 66 (63/65) or obtained within 60 days of start.
• Life, Health and Long-Term Care Insurance licenses active or obtained within 60 days of start.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on available technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to serve clients anytime, anywhere.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial advisory

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build a trusted advisor relationship, leverage the firm’s digital tools, and coordinate with partners to meet clients’ goals. You will rely on your knowledge of financial markets, adherence to fiduciary standards, and passion for education to help clients monitor and adjust their investments, while