Private Client Advisor: Holistic Wealth Planning

JPMorgan Chase & Co.

Lititz (Lancaster County)

On-site

USD 90,000 - 140,000

Full time

2 days ago

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Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advised solutions to individuals and families. You will foster client relationships, deliver tailored investment guidance, and partner referrals to deepen client engagement.

The role emphasizes integrity, education on digital tools, and a holistic view of client needs, with emphasis on growth of a diverse client book.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition and maintaining client relationships.
Commitment to goals-based planning and advice.
Active Series 7 license and Series 66 (63/65) or must obtain within 60 days.
Active Life, Health and Long Term Care Insurance license or must obtain within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Educate clients on technology and channels to monitor and manage investments.
Exhibit integrity and focus on doing right by clients at every opportunity.
Embrace digital innovations to enable clients to bank when, where, and how they want.