Wealth Advisor for Private Clients

JPMorganChase; Lititz (Lancaster County); On-site; USD 90,000 - 130,000; Full time

Job summary

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

You will build client relationships, provide investment guidance, and leverage Chase referrals to deepen client engagement. The role requires 2+ years in financial advisory, active Series 7 and Series 66 or obtain within 60 days, and Life/Health/LTC licenses.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 required and Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client relationship management

Goals-based planning

Financial markets understanding

Sales and client acquisition

Integrity and ethics

Digital banking tools education

Financial coaching

Education

Bachelor's degree

CFP certification (preferred)

Job description

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

You will build client relationships, provide investment guidance, and leverage Chase referrals to deepen client engagement. The role requires 2+ years in financial advisory, active Series 7 and Series 66 or obtain within 60 days, and Life/Health/LTC licenses.