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

JPMorgan Chase & Co. • Doylestown, PA

2h

About The Position

As a Private Client Advisor in J.P. Morgan Wealth Management’s Chase Wealth Management business, you will provide comprehensive financial planning and advice to individuals and families, serving clients with a range of financial circumstances—from those beginning to save to those with significant wealth. You will offer advised investment solutions and referrals to Chase partners to deepen client relationships and deliver an exceptional investor experience.

The role involves building a book of business and developing personalized investment solutions, with an emphasis on relationship management rather than portfolio management. You will help clients understand and use available digital tools and channels, provide financial coaching beyond investments, and support clients’ broader financial needs. You will also contribute to a collaborative, inclusive team culture and represent the firm in client interactions.

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 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 as a condition of employment.

Nice To Haves

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

Responsibilities

• Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, 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 available to 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 digitally confident so they can bank when, where, and how they want.
• Offer comprehensive financial planning and advice to individuals and families, including advised solutions and Chase partner referrals.

Benefits

• Competitive total rewards package, including a base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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