Wealth Advisor: Holistic Planning & Client Relationships

JPMorgan Chase & Co.; Montgomeryville (Montgomery County); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase, a leading wealth management firm, is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will connect clients with the right products, services, and Chase referrals to deepen relationships and meet financial goals. You will rely on your skills in relationship building, financial markets knowledge, and integrity to provide an exceptional investor experience across digital channels

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management with key partners.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and the bank's goals, fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound business judgment.
• Exhibit integrity and focus on doing right by clients.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank anywhere.

Skills

Series 7 license

Series 66 license

Life/Health/LTC license

Financial advisory

Client relations

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase, a leading wealth management firm, is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will connect clients with the right products, services, and Chase referrals to deepen relationships and meet financial goals. You will rely on your skills in relationship building, financial markets knowledge, and integrity to provide an exceptional investor experience across digital channels