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

JPMorganChase • State College, PA

18d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, serving clients ranging from those beginning to save to those with significant wealth. You will represent the J.P. Morgan brand and deliver an exceptional investor experience by offering advised solutions and referrals to Chase partners that deepen client relationships. The role uses the firm’s investment products, thought leadership, and digital technology to help meet clients’ financial needs, with a consistent focus on relationship management rather than portfolio management. You will also educate clients about digital tools and provide financial coaching beyond investments.

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

Nice To Haves

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

Responsibilities

• Support teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with a focus on relationship management rather than portfolio management.
• Demonstrate an understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about technology and channels they can use to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Use digital innovations to help clients become more digitally confident and bank when, where, and how they want.
• Offer advised solutions and referrals to Chase partners to deepen client relationships.

What This Job Offers

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