J.P. Morgan Wealth Management - Private Client Advisor - Doylestown, Montgomeryville, New Britain, Souderton, Warrington, PA

About the role

J.P. Morgan Chase is dedicated to helping our clients, employees, and communities thrive. We leverage advanced investment products and digital technologies to offer tailored financial solutions. As a Private Client Advisor in Chase Wealth Management, you'll work closely with clients to provide comprehensive financial planning and advice.

Responsibilities

• Champion and support team members' success and foster a diverse and inclusive workplace culture
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills
• Offer a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to enhance clients' investment experiences

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, relationship management, and integration with key partners
• Proven ability and commitment to providing goals-based planning and advice
• A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications

• Certified Financial Planner (CFP®) certification
• Bachelor's degree

Skills

Deep understanding of financial markets and sound business judgment, unwavering integrity, and a passion for educating clients on investment technologies and channels.

Benefits

Comprehensive health care coverage, on-site health and wellness centers, retirement savings plans, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Pay

Base salary determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be awarded.

Schedule

Flexible schedule to accommodate client needs and personal commitments.

About Us

We are a leading financial services firm committed to helping nearly half of America's households and small businesses achieve their financial goals. Our mission is to create engaged, lifelong relationships and prioritize our customers' needs. We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation.

Equal Opportunity Employer

We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.