J.P. Morgan Wealth Management - Private Client Advisor - Harrisburg and Lititz, PA

Location: Harrisburg, PA, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our dynamic team in the Harrisburg and Lititz, PA branches. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and personalized advice to individuals and families, helping them achieve their long-term wealth goals. Leveraging J.P. Morgan's global expertise and innovative tools, you will guide clients through investment strategies, retirement planning, and estate management, all while fostering trust in a client-centric environment. This position offers the opportunity to thrive in a collaborative branch setting, serving the unique needs of the central Pennsylvania community. Your primary focus will be on building and nurturing lasting client relationships by conducting in-depth financial assessments and recommending tailored solutions from J.P. Morgan's suite of wealth management products, including diversified portfolios, banking integrations, and advisory services. You will collaborate with branch colleagues, such as bankers and specialists, to provide holistic support, while staying abreast of market trends and regulatory changes to ensure compliant and effective advice. Success in this role requires a passion for financial services, the ability to prospect for new opportunities through networking and referrals, and a commitment to upholding J.P. Morgan's high standards of integrity and excellence. J.P. Morgan Wealth Management is part of one of the world's leading financial institutions, offering unparalleled resources and a supportive culture for professional growth. In this role, you will have access to cutting-edge technology, ongoing training, and a competitive compensation structure that rewards performance. If you are a results-oriented professional with a knack for client advisory and a desire to make a meaningful impact in the lives of your clients, we invite you to bring your expertise to our Harrisburg and Lititz teams and contribute to our mission of empowering wealth creation.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Harrisburg and Lititz branches
• Develop and maintain long-term relationships with clients by understanding their unique financial goals and risk profiles
• Conduct comprehensive financial reviews, including retirement planning, estate strategies, and portfolio management
• Recommend and implement J.P. Morgan Wealth Management products such as investment portfolios, banking solutions, and advisory services
• Collaborate with branch teams and specialists to deliver holistic wealth management solutions
• Prospect for new clients through community networking, referrals, and branch-based interactions
• Ensure all advisory activities comply with SEC, FINRA, and J.P. Morgan Chase regulatory standards
• Monitor market trends and economic conditions to adjust client strategies accordingly
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Track and report on client portfolio performance, providing regular updates and adjustments

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses, or the ability to obtain within 120 days of hire
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work in a branch-based setting serving clients in Harrisburg and Lititz, PA areas
• Valid driver's license and willingness to travel locally as needed

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services, including Chase Wealth Management solutions
• Bilingual proficiency in English and Spanish to serve diverse client bases in Pennsylvania
• Previous success in meeting or exceeding sales targets in a competitive financial services market
• Knowledge of local economic factors influencing wealth management in central Pennsylvania

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Sales and prospecting techniques
• Risk assessment and mitigation
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Time management and organization
• Empathy and active listening
• Market research and economic analysis
• Negotiation and advisory persuasion
• Digital literacy for client platforms
• Team collaboration in a branch environment

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible pay
• Paid time off including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for relevant certifications
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs with gym memberships, mental health support, and financial wellness coaching
• Relocation assistance if applicable for the Harrisburg and Lititz locations

JP Morgan Chase is an equal opportunity employer.