JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Montgomeryville, PA
Montgomeryville, PA · Full-time · Posted Oct 22, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and offering suitable investment solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide goals-based financial advice, coaching, and education about investment technology and digital banking channels.
- Support teammates and bank goals while maintaining a client-first approach and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integrating with key partners.
- Valid and active Series 7 license.
- Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses; may be obtained within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative