Private Client Advisor — Wealth Planning & Relationships

JPMorganChase; Pittsburgh (Allegheny County); On-site; USD 90,000 - 140,000; Full time

Job summary

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

You will build a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships, leveraging technology to monitor accounts and enhance the investor experience. The role emphasizes integrity, continued client education, and a strong understanding of markets, with opportunities

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 license
• 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 teammates' success and the goals of the bank while fostering diversity
• Build a book of business and deliver personalized investment solutions through relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity that supports doing right by clients at every opportunity
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become digitally confident and bank anytime, anywhere

Skills

Relationship management

Financial planning

Client acquisition

Investment products

Education

Bachelor's degree preferred

Job description

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

You will build a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships, leveraging technology to monitor accounts and enhance the investor experience. The role emphasizes integrity, continued client education, and a strong understanding of markets, with opportunities