Wealth Planning & Client Relationship Advisor

JPMorgan Chase & Co.; Doylestown Township (Bucks County); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, acquire new business, and collaborate with partners to deliver customized solutions while ensuring regulatory compliance and client satisfaction. This role emphasizes integrity, client education, and digital tools.

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
• 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

Relationship-building

Client acquisition

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, acquire new business, and collaborate with partners to deliver customized solutions while ensuring regulatory compliance and client satisfaction. This role emphasizes integrity, client education, and digital tools.