Private Wealth Advisor: Relationship-Driven Planning

JPMorgan Chase & Co.; Montgomeryville (Montgomery County); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice for individuals and families.

You will provide investment solutions and leverage Chase partner referrals to deepen client relationships and enhance the investor experience. The role focuses on relationship management, educating clients on digital tools, and delivering personalized services across a wide client base with emphasis on

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and cultivate clients and collaborate with partners.
• Demonstrated commitment to goals-based planning and advice.
• A current Series 7 license is required.
• A valid Series 66 (63/65) license is required or must be obtained within 60 days.
• A valid Life, Health and Long Term Care license is required or must be obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate deep understanding of financial markets and sound judgement.
• Exhibit unwavering integrity and act in clients’ best interests.
• 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 bank where, when, and how they want.

Skills

Client acquisition

Relationship management

Financial planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

CFP certification

Bachelor's degree

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice for individuals and families.

You will provide investment solutions and leverage Chase partner referrals to deepen client relationships and enhance the investor experience. The role focuses on relationship management, educating clients on digital tools, and delivering personalized services across a wide client base with emphasis on