Private Client Advisor, Wealth Management & Digital

JPMorganChase; Norristown (Montgomery County); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families, delivering an exceptional investor experience. Build a strong client book, collaborate with partners for tailored advisory solutions, and uphold the firm’s integrity and service standards.

Required: 2+ years in financial advisory, Series 7, Series 66, Life/Health/LTC licenses; CFP is preferred or a

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 your clients 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 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

Relationship management

Client acquisition

Planning & advice

Financial markets knowledge

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families, delivering an exceptional investor experience. Build a strong client book, collaborate with partners for tailored advisory solutions, and uphold the firm’s integrity and service standards.

Required: 2+ years in financial advisory, Series 7, Series 66, Life/Health/LTC licenses; CFP is preferred or a