J.P. Morgan Wealth Management - Private Client Advisor - Harrisburg and Camp Hill, PA
On-site · Camp Hill, Pennsylvania, United States or Harrisburg, Pennsylvania, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for delivering comprehensive financial planning and advice to individuals and families, building a book of business, delivering personalized investment solutions, educating clients on technology and channels to monitor and manage investments, and leveraging digital innovations to enable banking anytime, anywhere. Requires applying relationship-building and leadership skills, a deep understanding of financial markets, and integrity in client service; licenses (Series 7 and Series 66 or equivalent) and life/health/long-term care insurance licenses are required or must be obtained within 60 days. Preferred CFP certification and bachelor’s degree. Able to operate in Harrisburg or Camp Hill, PA with a focus on ongoing client acquisition and partnership with bank referrals.
Required 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
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