Private Wealth Advisor — Relationship-Driven Planner

JPMorganChase; Harrisburg (Dauphin County); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build lasting relationships, provide advised solutions, and leverage partner referrals to deepen client engagement.

The role emphasizes fiduciary integrity, market knowledge, and helping clients monitor and manage their investments through digital channels.

Qualifikationen

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

Aufgaben

• Build and maintain a book of business with relationship-focused investment solutions.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Provide holistic view of clients' financial needs and coaching beyond investments.
• Educate clients on technology and channels to monitor their investments.
• Foster a culture of diversity and collaboration.
• Collaborate with partners to deliver comprehensive financial planning.
• Deliver exceptional investor experience with advised solutions and referrals.

Kenntnisse

Client relationship management

Client acquisition

Goals-based planning

Series 7 license

Series 66 (63/65) license

Life, Health and LTC license

Ausbildung

Bachelor's degree

CFP certification

Jobbeschreibung

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build lasting relationships, provide advised solutions, and leverage partner referrals to deepen client engagement.

The role emphasizes fiduciary integrity, market knowledge, and helping clients monitor and manage their investments through digital channels.