J.P. Morgan Wealth Management - Private Client Advisor - Philadelphia, PA

JPMorganChase; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Job summary

Join a leading financial services firm as a Private Client Advisor in Philadelphia. You will foster client relationships, provide tailored investment solutions, and uphold integrity while delivering exceptional service. The role requires strong financial acumen and a commitment to client success.

Benefits

Competitive Rewards

Diverse Work Environment

Inclusive Work Environment

Qualifications

• At least 2 years of experience as a Financial Advisor.
• Active Series 7 and Series 66 licenses required.

Responsibilities

• Build a client portfolio and deliver personalized investment solutions.
• Educate clients on technology to manage their investments.
• Provide holistic financial advice beyond investments.

Skills

Client Acquisition

Relationship Management

Financial Coaching

Business Judgment

Education

Bachelor's Degree

Certified Financial Planner (CFP)

Job description

J.P. Morgan Wealth Management - Private Client Advisor - Philadelphia, PA

Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor - Philadelphia, PA role at JPMorgan Chase

Job Description

At J.P. Morgan Chase, we are passionate about helping our clients, supporting our employees, building strong relationships, and delivering exceptional customer service while maintaining a strong commitment to diversity and inclusion. Using a broad range of investment products, thought leadership, and innovative digital technology, you will represent our brand and interact with clients to provide the best investment solutions tailored to their financial needs.

Responsibilities

• Support your teammates’ success and the bank’s goals, fostering a culture of diversity.
• Build a client portfolio and deliver personalized investment solutions, focusing on relationship management.
• Maintain a deep understanding of financial markets and exercise sound business judgment.
• Uphold integrity and prioritize doing right by clients.
• Educate clients on available technology and channels to monitor and manage their investments effectively.
• Provide holistic financial advice beyond investments, including financial coaching.
• Embrace digital innovations to enhance client confidence and banking experience.

Minimum Qualifications

• At least 2 years of experience as a Financial Advisor or in a similar financial services role.
• Proven success in client acquisition, relationship cultivation, and partnership integration.
• Goals-based planning and advisory experience.
• Active Series 7 license.
• Active Series 66 (63/65) license or willingness to obtain within 60 days.
• Active Life, Health, and Long Term Care Insurance licenses or willingness to obtain within 60 days.

Preferred Qualifications

• Certified Financial Planner (CFP) certification preferred.
• Bachelor’s degree preferred.

Important Information

Investment and insurance products are not FDIC insured, not insured by any federal government agency, not deposits or obligations of JPMorgan Chase Bank, N.A., and are subject to investment risks, including possible loss of principal.

About Us

J.P. Morgan Chase is a leading financial services firm committed to creating lifelong relationships and helping clients achieve their financial goals. We offer competitive rewards, benefits, and a diverse, inclusive work environment.