Wealth Advisor: Private Client & Planning Expert

TwinThread; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Philadelphia, PA to offer comprehensive financial planning and investment solutions to clients. The successful candidate will demonstrate expertise in managing client relationships and providing financial coaching, while also supporting the team in achieving bank goals.

This role requires a strong understanding of financial markets, client acquisition skills, and relevant certifications. The company offers competitive compensation and a range of benefits to support employee well-being.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client relationship management.
• Must possess Series 7, Series 66, and Life, Health and Long Term Care Insurance licenses.

Responsibilities

• Champion and support teammates’ success while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology and banking options.

Skills

Client acquisition

Financial markets knowledge

Relationship management

Financial coaching

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Philadelphia, PA to offer comprehensive financial planning and investment solutions to clients. The successful candidate will demonstrate expertise in managing client relationships and providing financial coaching, while also supporting the team in achieving bank goals.

This role requires a strong understanding of financial markets, client acquisition skills, and relevant certifications. The company offers competitive compensation and a range of benefits to support employee well-being.