Private Client Advisor: Holistic Wealth Planning & Digital Tools

Fairygodboss; Lititz (Lancaster County); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase invites applications for a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and advice to individuals and families, building a holistic investment approach and leveraging partner referrals to deepen client relationships.

You will champion diversity, maintain integrity, and educate clients on digital tools to monitor and manage their investments, delivering an exceptional investor experience.

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.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license (63/65) required or must be obtained within 60 days of starting in role.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in role.

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 focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that guides client interactions.
• Educate clients on technology and channels to monitor, maintain, and handle 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 how they want.

Job description

J.P. Morgan Chase invites applications for a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and advice to individuals and families, building a holistic investment approach and leveraging partner referrals to deepen client relationships.

You will champion diversity, maintain integrity, and educate clients on digital tools to monitor and manage their investments, delivering an exceptional investor experience.