Wealth Planning Advisor - Private Client

Aumni; Montgomeryville (Montgomery County); On-site; USD 90,000 - 150,000; Full time

Job summary

The Private Client Advisor role within Chase Wealth Management offers comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships, deliver personalized solutions, and collaborate with partners to deepen client engagement across a broad range of products and services.

Requirements include at least 2 years in a financial advisory role, active Series 7 and Series 66 or obtain them within 60 days, and licenses for Life, Health, and LTC

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.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

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.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to them to 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 relationship management

Financial advisory

Sales

Communication

Education

CFP certification

Bachelor’s degree

Tools

FINRA Series 7

Series 66 (63/65) license

Life/Health/LTC license

Job description

The Private Client Advisor role within Chase Wealth Management offers comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships, deliver personalized solutions, and collaborate with partners to deepen client engagement across a broad range of products and services.

Requirements include at least 2 years in a financial advisory role, active Series 7 and Series 66 or obtain them within 60 days, and licenses for Life, Health, and LTC