Wealth Planning Advisor — Private Client

Aumni; Doylestown (Bucks County); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

On-site health centers

Backup childcare

Job summary

JPMorgan Chase & Co. invites you to join Chase Wealth Management as a Private Client Advisor, delivering comprehensive financial planning and investment advice to individuals and families.

You will build trusted relationships, provide advised solutions, and coordinate with Chase partners to deepen client engagement. This role requires Series 7 and Series 66 licenses and Life/Health/LTC; CFP preferred; Bachelor's degree preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated 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 is required or must be obtained.
• 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 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

Client acquisition

Relationship management

Financial planning

Advisory guidance

Education

Series 7 license

Series 66 license

Life, Health and Long Term Care license

CFP certification

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. invites you to join Chase Wealth Management as a Private Client Advisor, delivering comprehensive financial planning and investment advice to individuals and families.

You will build trusted relationships, provide advised solutions, and coordinate with Chase partners to deepen client engagement. This role requires Series 7 and Series 66 licenses and Life/Health/LTC; CFP preferred; Bachelor's degree preferred.