Private Client Advisor, Wealth Management

JPMorgan Chase & Co.; Pittsburgh (Allegheny County); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will support clients from starting to save to wealth management, delivering an exceptional investor experience with advised solutions and Chase partner referrals. You will build a book of business, demonstrate strong market understanding, and educate clients on digital tools to monitor and manage investments,

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, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of the firm’s clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship building

Goals-based planning

Financial services knowledge

Education

Bachelor’s degree

CFP (preferred)

Tools

FINRA Series 7 license

FINRA Series 66 license

Life, Health, LTC insurance license

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will support clients from starting to save to wealth management, delivering an exceptional investor experience with advised solutions and Chase partner referrals. You will build a book of business, demonstrate strong market understanding, and educate clients on digital tools to monitor and manage investments,