J.P. Morgan Wealth Management - Private Client Advisor - Villanova, Phoenixville and Harleysville, PA

Location: Villanova, 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 Villanova, Phoenixville, and Harleysville branches in Pennsylvania. As a branch-based advisor, you will play a pivotal role in delivering comprehensive financial planning and advice to affluent individuals and families, helping them achieve their long-term financial goals. Leveraging J.P. Morgan's unparalleled resources, including access to global investment expertise and innovative tools, you will create tailored wealth management strategies that encompass retirement, estate planning, education funding, and more. This position offers the opportunity to thrive in a collaborative environment where your success directly impacts client outcomes and branch performance in the competitive financial services landscape. Your day-to-day responsibilities will involve building deep, trust-based relationships with clients through personalized consultations and proactive engagement. You will analyze their financial situations, recommend suitable J.P. Morgan investment products, and monitor portfolios to adapt to evolving market conditions and life events. Compliance and ethical standards are paramount, ensuring all advice aligns with regulatory requirements and J.P. Morgan's commitment to integrity. By participating in local networking events and leveraging Chase's retail banking network, you will drive business growth, aiming to expand assets under management while fostering referrals in Pennsylvania's affluent communities. We value professionals who are passionate about financial empowerment and client success. This role demands a blend of technical expertise and interpersonal finesse, with opportunities for career advancement within J.P. Morgan's prestigious Wealth Management division. Join us to make a meaningful difference in clients' lives while benefiting from a supportive culture that prioritizes innovation, diversity, and professional growth in the heart of the financial services industry.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Villanova, Phoenixville, and Harleysville areas
• Develop and implement comprehensive wealth management strategies, including retirement planning, estate planning, and tax-efficient investing
• Prospect, acquire, and retain clients by leveraging J.P. Morgan's resources and conducting seminars or community events
• Collaborate with J.P. Morgan teams, including bankers and specialists, to deliver holistic financial solutions
• Monitor client portfolios, adjust strategies based on market conditions, and ensure alignment with risk tolerance and goals
• Maintain compliance with FINRA, SEC, and internal J.P. Morgan policies while documenting all advisory activities
• Build long-term relationships through exceptional service, regular reviews, and proactive outreach
• Analyze financial data and market trends to recommend suitable J.P. Morgan investment products
• Educate clients on J.P. Morgan Wealth Management offerings, such as Chase Private Client services
• Contribute to branch goals by driving asset under management (AUM) growth and client satisfaction metrics

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) licenses
• Minimum of 3-5 years of experience in financial advising, wealth management, or client-facing roles in the financial services industry
• Proven track record of building and maintaining client relationships leading to asset growth
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based environment serving clients in Villanova, Phoenixville, and Harleysville, PA
• Clean regulatory history with no UCR or significant supervisory issues

Preferred Qualifications

• Certified Financial Planner (CFP) designation or pursuit thereof
• Experience with J.P. Morgan Chase systems and platforms
• Advanced degree such as MBA or JD
• Bilingual proficiency in English and Spanish to serve diverse client bases in Pennsylvania
• Prior success in generating new business through networking and referrals in affluent communities

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA/SEC)
• Risk assessment and mitigation
• Communication and presentation skills
• Sales and business development
• Financial planning software proficiency (e.g., Morningstar, Bloomberg)
• Analytical thinking and problem-solving
• Time management and organization
• Empathy and active listening
• Negotiation and persuasion
• Market trend analysis
• Team collaboration
• Ethical decision-making

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning academy
• Employee stock purchase plan and financial wellness programs
• Wellness incentives, such as gym memberships and mental health support
• Relocation assistance if applicable for Pennsylvania-based roles

JP Morgan Chase is an equal opportunity employer.