Private Client Advisor: Relationship-Driven Wealth Solutions

JPMorganChase; Philadelphia (Philadelphia County); On-site; USD 60,000 - 100,000; Full time

Job summary

JPMorganChase seeks a Financial Advisor in Philadelphia to deliver personalized investment solutions by building strong client relationships. This role emphasizes championing team success and using digital innovations to enhance client experiences.

Ideal candidates will have at least 2 years of relevant experience and possess necessary financial licenses. The company values diversity and provides an inclusive work environment. Join us to empower clients and support financial literacy!

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates' success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Integrity

Financial coaching

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase seeks a Financial Advisor in Philadelphia to deliver personalized investment solutions by building strong client relationships. This role emphasizes championing team success and using digital innovations to enhance client experiences.

Ideal candidates will have at least 2 years of relevant experience and possess necessary financial licenses. The company values diversity and provides an inclusive work environment. Join us to empower clients and support financial literacy!