J.P. Morgan Wealth Management – Private Client Advisor - State College, PA

JPMorgan Chase & Co. • State College, PA

1d

About The Position

J.P. Morgan Wealth Management is seeking a Private Client Advisor in State College, Pennsylvania. The role provides comprehensive financial planning and advice to individuals and families, serving clients ranging from new savers to those with significant wealth. The advisor delivers an exceptional investor experience through advised solutions and referrals to Chase partners, while building client relationships and offering holistic financial coaching beyond investments. The work emphasizes relationship management rather than portfolio management, client education about investment-related technology and channels, and helping clients use digital banking tools confidently. The advisor also supports teammates and the bank’s goals while fostering diversity and inclusion.

Requirements

• 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, or ability to obtain it within 60 days of starting in the role as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license, or ability to obtain it within 60 days of starting in the role as a condition of employment.

Nice To Haves

• Certified Financial Planning (CFP®) certification preferred.
• Bachelor’s degree preferred.

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions using leadership and relationship-building skills, with a consistent focus on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about technology and channels that help them monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations and help clients become more confident using digital banking channels.
• Provide comprehensive financial planning and advice to individuals and families, and offer advised solutions and Chase partner referrals.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed