Wealth Advisor: Personal Planning & Client Relationships

JPMorgan Chase & Co.; Harrisburg (Dauphin County); On-site; USD 75,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families.

You will build a book of business, leverage partnerships, and help clients monitor and adjust their investments using digital tools. The ideal candidate will have 2+ years as a Financial Advisor, active securities licenses, and a commitment to delivering high-level service with integrity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and partnering with key teams.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license (63/65) or obtain within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Offer advised solutions and Chase referrals to deepen client relationships.
• Demonstrate deep understanding of financial markets and sound judgment.
• Champion a culture of integrity and client-focused service.
• Educate clients on technology and channels to monitor investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Digital savvy/advisory tools

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families.

You will build a book of business, leverage partnerships, and help clients monitor and adjust their investments using digital tools. The ideal candidate will have 2+ years as a Financial Advisor, active securities licenses, and a commitment to delivering high-level service with integrity.