J.P. Morgan Wealth Management - Private Client Advisor - Sinking Spring and Temple, PA
On-site · Sinking Spring, Pennsylvania, United States
Job Summary
Private Client Advisor to build a book of business and deliver personalized investment solutions to individuals and families. Requires Series 7 and Series 66 licenses (or obtained within 60 days), Life/Health/LTC licenses, and often a Bachelor's degree (CFP preferred). Responsibilities include relationship management, educating clients on digital channels and technology, goals-based planning, and collaboration with partners to provide comprehensive financial planning and investment guidance within JPMorgan Chase’s Wealth Management platform.
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 license
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
- Bachelor’s degree preferred
- CFP certification preferred
Desired Qualifications
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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