Wealth Advisor Path | Fast-Track Your Financial Career

Next Frontier Capital; Philadelphia (Philadelphia County); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Philadelphia is seeking a Wealth Advisor Development Associate to pursue a career in the financial advisory industry through a tailored training program with coaching and mentorship.

You will build a book of business after licensing and work to become a successful Wealth Advisor with guidance from the organization. The role emphasizes relationship building, risk management, and professional development in a collaborative, inclusive environment.

Qualifications

• Series 7, 66 and SIE licenses required within 120 days from start.
• Proven ability to be a self‑starter and work independently in a high‑pressure environment.
• Works well in a fast‑paced environment and has the ability to proactively recognize and anticipate client needs
• Ability to communicate effectively with clients and provide financial solutions
• Bachelor's degree or equivalent experience preferred
• 3 – 5plus years of financial services experience preferred

Responsibilities

• Build and maintain a successful book of business upon gaining licensing
• Study for exams via our training materials, specialized coaching, and regular office hours with a trainer who can answer your questions, practice tests, and more
• Build trust with clients and effectively manage relationships
• Manages risk and ensures the broader organization is protecting the interests of the firm while enhancing the client experience
• Understands and adheres to our risk management processes, policies and tools

Skills

Self-starter

Fast-paced work

Anticipate client needs

Effective communication

Financial services experience

Series 7

Series 66

SIE

Education

Bachelor's degree or equivalent experience

Tools

Series 7

Series 66

SIE

Job description

JPMorgan Chase & Co. in Philadelphia is seeking a Wealth Advisor Development Associate to pursue a career in the financial advisory industry through a tailored training program with coaching and mentorship.

You will build a book of business after licensing and work to become a successful Wealth Advisor with guidance from the organization. The role emphasizes relationship building, risk management, and professional development in a collaborative, inclusive environment.