Wealth Planning Advisor – Investor Guidance & Relationships

Aumni; Pennsylvania; On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support clients from new savers to high net worth, delivering advised solutions and referrals to deepen relationships.

The role focuses on building a lasting client book, leveraging leadership and relationship-building skills, and delivering holistic financial guidance in a dynamic wealth management environment.

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 integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm’s clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Financial Advisor experience

Client acquisition

Relationship management

Series 7 license

Series 66 license (63/65)

Life/Health/LTC insurance license

Education

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will support clients from new savers to high net worth, delivering advised solutions and referrals to deepen relationships.

The role focuses on building a lasting client book, leveraging leadership and relationship-building skills, and delivering holistic financial guidance in a dynamic wealth management environment.