Private Client Advisor: Wealth Planning & Digital Tools

Testing Site - JPMC; Warrington Township (Bucks County); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

Your expertise will support clients from new savers to high-net-worth families, providing advised solutions and referrals to deepen relationships. You will build a book of business, deliver personalized investment solutions, and promote digital channels while upholding integrity and fiduciary standards.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire clients and maintain relationships, and integrate with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Champion and support team success while fostering a culture of diversity.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank digitally and conveniently.

Skills

Relationship building

Goals-based planning

Financial advisory

Client service

Communication

Education

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

Your expertise will support clients from new savers to high-net-worth families, providing advised solutions and referrals to deepen relationships. You will build a book of business, deliver personalized investment solutions, and promote digital channels while upholding integrity and fiduciary standards.