Wealth Advisor: Private Client & Financial Planning

Testing Site - JPMC; Easton (Northampton County); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build a trusted client book, leverage leadership, and provide a holistic view of clients’ needs while embracing digital tools to help clients monitor and manage investments. You will partner with specialists to deliver advised solutions and deepen client relationships, focusing on integrity, goals-based

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Strong track record of client acquisition and relationship building.
• Experience with goals-based planning and financial advice.
• Active Series 7 license is required.
• Active Series 66 license required or must be obtained within 60 days of start.
• Active Life, Health and Long Term Care Insurance license required or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide holistic financial planning and investment advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain high integrity and act in clients' best interests.
• Educate clients on technology and channels for monitoring and managing investments.
• Collaborate with partners to deepen client relationships and referrals.
• Leverage Chase digital tools to enhance client experience and accessibility.

Skills

Client acquisition

Relationship management

Goals-based planning

Industry knowledge

Integrity and ethics

Education

CFP certification for preference

Bachelor’s degree preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build a trusted client book, leverage leadership, and provide a holistic view of clients’ needs while embracing digital tools to help clients monitor and manage investments. You will partner with specialists to deliver advised solutions and deepen client relationships, focusing on integrity, goals-based