Private Client Advisor — Holistic Wealth & Client Relationships

JPMorgan Chase & Co.

Doylestown (Bucks County)

On-site

USD 100,000 - 150,000

Full time

3 days ago

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families seeking tailored strategies and ongoing wealth management.

You will build trusted relationships and provide advisor-led solutions using digital tools to monitor and manage client investments. The role requires the ability to grow a client book, collaborate with partners, and uphold the highest standards of integrity

Qualifications

2+ years in a financial advisor role or equivalent financial services experience
Proven success in client acquisition and relationship management
Commitment to goals-based planning and advice
Active Series 7 license
Active Series 66 (63/65) license or must be obtained within 60 days
Active Life, Health and Long Term Care license or must be obtained within 60 days

Responsibilities

Build a book of business and deliver personalized investment solutions with relationship management focus
Demonstrate deep understanding of financial markets and sound business judgement
Exhibit integrity in all client interactions
Educate clients on technology and channels to monitor and manage investments
Provide holistic view of clients’ needs and financial coaching beyond investments
Embrace digital tools to enable clients to bank how they want
Support teammates and bank goals with a culture of diversity