Private Client Advisor: Wealth Planning & Digital Solutions

Testing Site - JPMC; Lower Merion Township (Montgomery County); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver personalized investment solutions and holistic financial planning for individuals and families.

You will leverage relationships, leadership and digital channels to enhance the client experience and overall wealth strategy. The role emphasizes trust, integrity, and a strong client-centric approach, with an emphasis on utilizing technology to deepen client engagement and grow the business within a dynamic

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire clients, cultivate and maintain relationships.
• Must hold and maintain Series 7 license.
• Must obtain Series 66 within 60 days of starting.
• Must hold Life, Health and Long Term Care license within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Provide holistic financial planning and advice to individuals and families.
• Cultivate relationships with clients and key partners to grow business.
• Educate clients on technology and digital channels for monitoring investments.
• Maintain integrity and do what is right for clients in all interactions.
• Adopt digital tools to help clients become more digitally confident.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial market knowledge

Integrity

Digital literacy

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver personalized investment solutions and holistic financial planning for individuals and families.

You will leverage relationships, leadership and digital channels to enhance the client experience and overall wealth strategy. The role emphasizes trust, integrity, and a strong client-centric approach, with an emphasis on utilizing technology to deepen client engagement and grow the business within a dynamic